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 8-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 | $16,190 | $80,968-80.0% | $96,544-83.2% | $75,163-78.5% |
| Participation rate | 15.7% | 71.8%-56.1pp | 76.0%-60.3pp | 67.2%-51.5pp |
| Annual return | 11.12% | 27.06%-15.9pp | 25.84%-14.7pp | 160.62%-149.5pp |
| Employer contribution / active EE | $682 | $2,282-70.1% | $2,965-77.0% | $2,670-74.4% |
| Participant deferral / active EE | $997 | $3,928-74.6% | $4,851-79.4% | $4,125-75.8% |
| Admin fee / account holder | $5,961 | $6,724-11.4% | $8,252-27.8% | $5,651+5.5% |