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 | $10,154 | $43,423-76.6% | $78,689-87.1% | $55,167-81.6% |
| Participation rate | 16.6% | 68.0%-51.5pp | 73.6%-57.0pp | 69.0%-52.4pp |
| Annual return | 4.08% | 11.53%-7.4pp | 62.18%-58.1pp | 169.23%-165.1pp |
| Employer contribution / active EE | $464 | $1,997-76.8% | $2,851-83.7% | $1,963-76.4% |
| Participant deferral / active EE | $439 | $2,509-82.5% | $3,517-87.5% | $3,054-85.6% |
| Admin fee / account holder | $3,612 | $416+767.9% | $4,510-19.9% | $504+616.8% |