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 5-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 | $3,935 | $177,572-97.8% | $154,803-97.5% | $142,382-97.2% |
| Participation rate | 10.5% | 82.1%-71.5pp | 78.1%-67.5pp | 80.1%-69.6pp |
| Annual return | -17.95% | 65.07%-83.0pp | 58.88%-76.8pp | 217.08%-235.0pp |
| Employer contribution / active EE | $0 | $4,810-100.0% | $4,305-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $446 | $6,272-92.9% | $5,540-92.0% | $6,507-93.2% |
| Admin fee / account holder | $1,176 | $16,786-93.0% | $14,329-91.8% | $12,624-90.7% |