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 8-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 | $14,455 | $77,813-81.4% | $123,544-88.3% | $64,186-77.5% |
| Participation rate | 29.2% | 74.7%-45.5pp | 82.3%-53.1pp | 69.6%-40.4pp |
| Annual return | -13.22% | 12.48%-25.7pp | 119.20%-132.4pp | 7.63%-20.9pp |
| Employer contribution / active EE | $624 | $3,014-79.3% | $4,628-86.5% | $2,381-73.8% |
| Participant deferral / active EE | $1,551 | $5,240-70.4% | $6,426-75.9% | $3,470-55.3% |
| Admin fee / account holder | $399 | $5,519-92.8% | $9,284-95.7% | $4,888-91.8% |