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.
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 | $23,301 | $81,474-71.4% | $133,956-82.6% | $73,488-68.3% |
| Participation rate | 69.2% | 76.4%-7.1pp | 79.8%-10.6pp | 70.7%-1.4pp |
| Annual return | 8.81% | 19.40%-10.6pp | 45.09%-36.3pp | 28.51%-19.7pp |
| Employer contribution / active EE | $271 | $2,209-87.7% | $3,919-93.1% | $2,270-88.1% |
| Participant deferral / active EE | $2,601 | $3,786-31.3% | $5,048-48.5% | $3,740-30.4% |
| Admin fee / account holder | $1,503 | $713+110.7% | $8,927-83.2% | $513+192.9% |