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 | $17,984 | $89,355-79.9% | $141,162-87.3% | $72,985-75.4% |
| Participation rate | 46.4% | 75.1%-28.7pp | 82.5%-36.0pp | 69.5%-23.1pp |
| Annual return | 18.33% | 111.85%-93.5pp | 71.39%-53.1pp | 81.00%-62.7pp |
| Employer contribution / active EE | $1,112 | $3,114-64.3% | $4,735-76.5% | $2,440-54.4% |
| Participant deferral / active EE | $2,162 | $5,418-60.1% | $6,709-67.8% | $3,607-40.1% |
| Admin fee / account holder | $1,558 | $5,958-73.8% | $10,261-84.8% | $5,124-69.6% |