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 | $5,352 | $62,586-91.4% | $76,768-93.0% | $64,186-91.7% |
| Participation rate | 36.1% | 72.8%-36.7pp | 77.0%-40.9pp | 69.6%-33.5pp |
| Annual return | -13.54% | -1.95%-11.6pp | 2.43%-16.0pp | 7.63%-21.2pp |
| Employer contribution / active EE | $700 | $1,832-61.8% | $2,485-71.8% | $2,381-70.6% |
| Participant deferral / active EE | $762 | $3,145-75.8% | $3,852-80.2% | $3,470-78.0% |
| Admin fee / account holder | $1,377 | $4,667-70.5% | $6,675-79.4% | $4,888-71.8% |