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 7-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 | $16,672 | $77,314-78.4% | $177,989-90.6% | $80,856-79.4% |
| Participation rate | 30.2% | 65.7%-35.5pp | 77.1%-46.9pp | 67.6%-37.4pp |
| Annual return | 10.42% | 18.09%-7.7pp | 294.48%-284.1pp | 35.59%-25.2pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,361 | $4,411-69.1% | $6,276-78.3% | $4,296-68.3% |
| Admin fee / account holder | $1,293 | $7,191-82.0% | $10,363-87.5% | $6,918-81.3% |