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 10-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 | $7,129 | $75,828-90.6% | $147,614-95.2% | $59,632-88.0% |
| Participation rate | 29.7% | 71.6%-41.9pp | 84.6%-55.0pp | 68.7%-39.0pp |
| Annual return | -13.38% | 0.37%-13.8pp | 61.98%-75.4pp | 2041.28%-2054.7pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $832 | $3,130-73.4% | $4,895-83.0% | $3,192-73.9% |
| Admin fee / account holder | $765 | $5,985-87.2% | $11,611-93.4% | $4,297-82.2% |