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 | $5,839 | $72,177-91.9% | $115,037-94.9% | $59,632-90.2% |
| Participation rate | 53.3% | 72.6%-19.2pp | 81.4%-28.0pp | 68.7%-15.3pp |
| Annual return | -10.04% | 12.02%-22.1pp | 26.14%-36.2pp | 2041.28%-2051.3pp |
| Employer contribution / active EE | $859 | $2,841-69.8% | $4,608-81.4% | $2,203-61.0% |
| Participant deferral / active EE | $1,841 | $4,783-61.5% | $6,026-69.5% | $3,192-42.3% |
| Admin fee / account holder | $952 | $4,927-80.7% | $8,175-88.4% | $4,297-77.9% |