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 | $18,747 | $77,813-75.9% | $123,544-84.8% | $64,186-70.8% |
| Participation rate | 35.1% | 74.7%-39.6pp | 82.3%-47.2pp | 69.6%-34.5pp |
| Annual return | -11.33% | 12.48%-23.8pp | 119.20%-130.5pp | 7.63%-19.0pp |
| Employer contribution / active EE | $1,119 | $3,014-62.9% | $4,628-75.8% | $2,381-53.0% |
| Participant deferral / active EE | $1,729 | $5,240-67.0% | $6,426-73.1% | $3,470-50.2% |
| Admin fee / account holder | $700 | $5,519-87.3% | $9,284-92.5% | $4,888-85.7% |