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 5-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 | $21,317 | $86,929-75.5% | $102,423-79.2% | $80,856-73.6% |
| Participation rate | 57.6% | 72.4%-14.8pp | 76.5%-18.9pp | 67.6%-10.1pp |
| Annual return | 9.10% | 18.88%-9.8pp | 29.32%-20.2pp | 35.59%-26.5pp |
| Employer contribution / active EE | $1,097 | $2,369-53.7% | $3,023-63.7% | $2,755-60.2% |
| Participant deferral / active EE | $1,801 | $4,118-56.3% | $5,053-64.4% | $4,296-58.1% |
| Admin fee / account holder | $13,245 | $8,049+64.5% | $9,451+40.1% | $6,918+91.5% |