See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,875 | $59,805-80.1% | $79,550-85.1% | $68,494-82.7% |
| Participation rate | 25.0% | 61.1%-36.1pp | 69.5%-44.5pp | 67.9%-42.9pp |
| Annual return | -21.95% | -12.30%-9.7pp | 0.16%-22.1pp | -7.84%-14.1pp |
| Employer contribution / active EE | $544 | $1,505-63.9% | $2,413-77.5% | $2,596-79.0% |
| Participant deferral / active EE | $1,012 | $3,024-66.5% | $3,985-74.6% | $4,027-74.9% |
| Admin fee / account holder | $1,492 | $4,835-69.1% | $6,832-78.2% | $5,403-72.4% |