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.
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 | $15,071 | $80,753-81.3% | $136,294-88.9% | $62,292-75.8% |
| Participation rate | 31.1% | 73.5%-42.4pp | 81.9%-50.8pp | 69.5%-38.4pp |
| Annual return | 14.03% | 35.83%-21.8pp | 5155.94%-5141.9pp | 28.90%-14.9pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $766 | $5,164-85.2% | $6,247-87.7% | $3,169-75.8% |
| Admin fee / account holder | $1,044 | $525+98.6% | $9,243-88.7% | $479+117.7% |