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 | $15,077 | $57,828-73.9% | $117,039-87.1% | $70,131-78.5% |
| Participation rate | 37.0% | 67.1%-30.1pp | 77.2%-40.2pp | 69.5%-32.6pp |
| Annual return | 7.70% | 17.55%-9.8pp | 18.95%-11.2pp | 73.14%-65.4pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $849 | $2,438-65.2% | $3,929-78.4% | $3,332-74.5% |
| Admin fee / account holder | $1,097 | $3,548-69.1% | $5,974-81.6% | $4,645-76.4% |