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 | $15,879 | $95,803-83.4% | $113,168-86.0% | $84,808-81.3% |
| Participation rate | 54.3% | 72.9%-18.6pp | 76.6%-22.3pp | 68.3%-14.0pp |
| Annual return | 8.25% | 25.00%-16.8pp | 24.27%-16.0pp | 40.90%-32.6pp |
| Employer contribution / active EE | $1,087 | $2,360-53.9% | $2,975-63.5% | $2,631-58.7% |
| Participant deferral / active EE | $1,806 | $4,242-57.4% | $5,107-64.6% | $4,212-57.1% |
| Admin fee / account holder | $2,858 | $8,989-68.2% | $12,068-76.3% | $7,344-61.1% |