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 3-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 | $4,599 | $27,243-83.1% | $52,425-91.2% | $79,634-94.2% |
| Participation rate | 6.5% | 22.4%-15.9pp | 55.6%-49.1pp | 62.5%-56.0pp |
| Annual return | 8.69% | 63.36%-54.7pp | 302.12%-293.4pp | 36.46%-27.8pp |
| Employer contribution / active EE | $0 | $319-100.0% | $914-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $172 | $636-72.9% | $1,790-90.4% | $3,835-95.5% |
| Admin fee / account holder | $642 | $2,105-69.5% | $2,495-74.3% | $1,002-36.0% |