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 4-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.
Employer 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 | $8,781 | $68,346-87.2% | $94,646-90.7% | $75,163-88.3% |
| Participation rate | 44.8% | 76.1%-31.3pp | 80.8%-36.0pp | 67.2%-22.4pp |
| Annual return | 10.76% | 616.93%-606.2pp | 156.71%-145.9pp | 160.62%-149.9pp |
| Employer contribution / active EE | $35 | $2,701-98.7% | $3,672-99.0% | $2,670-98.7% |
| Participant deferral / active EE | $3,168 | $6,537-51.5% | $7,418-57.3% | $4,125-23.2% |
| Admin fee / account holder | $3,883 | $5,326-27.1% | $7,231-46.3% | $5,651-31.3% |