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 | $9,092 | $37,393-75.7% | $77,024-88.2% | $66,914-86.4% |
| Participation rate | 8.9% | 52.9%-44.0pp | 67.9%-59.0pp | 69.8%-60.9pp |
| Annual return | -28.96% | -3.29%-25.7pp | 42.32%-71.3pp | 1.58%-30.5pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $2,812-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $669 | $2,617-74.4% | $4,426-84.9% | $4,237-84.2% |
| Admin fee / account holder | $980 | $567+72.9% | $5,425-81.9% | $593+65.2% |