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 9-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 | $37,866 | $104,919-63.9% | $116,228-67.4% | $85,563-55.7% |
| Participation rate | 1.8% | 78.6%-76.9pp | 74.6%-72.8pp | 66.0%-64.2pp |
| Annual return | 9.28% | 15.38%-6.1pp | 90.06%-80.8pp | 31.51%-22.2pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $2,994-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $53 | $5,306-99.0% | $4,953-98.9% | $4,375-98.8% |
| Admin fee / account holder | $5,872 | $429+1270.2% | $11,989-51.0% | $834+603.9% |