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 9-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 | $12,564 | $57,354-78.1% | $83,848-85.0% | $64,186-80.4% |
| Participation rate | 28.6% | 68.6%-40.0pp | 76.1%-47.6pp | 69.6%-41.0pp |
| Annual return | -13.93% | 11.38%-25.3pp | 850.88%-864.8pp | 7.63%-21.6pp |
| Employer contribution / active EE | $696 | $2,545-72.7% | $3,631-80.8% | $2,381-70.8% |
| Participant deferral / active EE | $961 | $2,993-67.9% | $4,082-76.5% | $3,470-72.3% |
| Admin fee / account holder | $493 | $4,046-87.8% | $5,478-91.0% | $4,888-89.9% |