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 6-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.
Employer 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 | $3,610 | $59,101-93.9% | $77,163-95.3% | $75,163-95.2% |
| Participation rate | 65.2% | 63.9%+1.4pp | 69.6%-4.4pp | 67.2%-2.0pp |
| Annual return | 11.57% | 26.71%-15.1pp | 37.87%-26.3pp | 160.62%-149.1pp |
| Employer contribution / active EE | $405 | $1,995-79.7% | $2,535-84.0% | $2,670-84.8% |
| Participant deferral / active EE | $1,048 | $2,999-65.1% | $3,833-72.7% | $4,125-74.6% |
| Admin fee / account holder | $2,285 | $4,774-52.1% | $5,472-58.3% | $5,651-59.6% |