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.
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 | $28,088 | $198,466-85.8% | $170,442-83.5% | $147,584-81.0% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 6.95% | 257.29%-250.3pp | 205.93%-199.0pp | 578.55%-571.6pp |
| Employer contribution / active EE | $1,289 | $6,184-79.2% | $5,433-76.3% | $4,876-73.6% |
| Participant deferral / active EE | $3,150 | $5,629-44.0% | $4,939-36.2% | $5,439-42.1% |
| Admin fee / account holder | $3,125 | $16,852-81.5% | $13,880-77.5% | $10,885-71.3% |