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 6-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 | $11,269 | $58,577-80.8% | $83,333-86.5% | $64,186-82.4% |
| Participation rate | 32.6% | 72.0%-39.4pp | 77.8%-45.2pp | 69.6%-37.0pp |
| Annual return | -13.61% | 9.65%-23.3pp | 10.63%-24.2pp | 7.63%-21.2pp |
| Employer contribution / active EE | $705 | $2,098-66.4% | $3,379-79.1% | $2,381-70.4% |
| Participant deferral / active EE | $1,050 | $4,654-77.4% | $5,565-81.1% | $3,470-69.7% |
| Admin fee / account holder | $707 | $9,275-92.4% | $7,510-90.6% | $4,888-85.5% |