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 | $20,789 | $110,094-81.1% | $151,611-86.3% | $68,494-69.6% |
| Participation rate | 69.9% | 84.0%-14.1pp | 87.5%-17.6pp | 67.9%+2.0pp |
| Annual return | -23.60% | -10.12%-13.5pp | 3.33%-26.9pp | -7.84%-15.8pp |
| Employer contribution / active EE | $1,356 | $4,471-69.7% | $6,166-78.0% | $2,596-47.8% |
| Participant deferral / active EE | $4,464 | $6,527-31.6% | $8,363-46.6% | $4,027+10.9% |
| Admin fee / account holder | $776 | $7,719-89.9% | $11,616-93.3% | $5,403-85.6% |