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 | $13,193 | $72,404-81.8% | $110,238-88.0% | $64,186-79.4% |
| Participation rate | 26.0% | 73.3%-47.3pp | 79.8%-53.8pp | 69.6%-43.5pp |
| Annual return | -10.41% | -6.29%-4.1pp | 314.74%-325.1pp | 7.63%-18.0pp |
| Employer contribution / active EE | $567 | $2,282-75.2% | $3,826-85.2% | $2,381-76.2% |
| Participant deferral / active EE | $727 | $3,469-79.0% | $4,672-84.4% | $3,470-79.0% |
| Admin fee / account holder | $705 | $5,664-87.6% | $8,547-91.8% | $4,888-85.6% |