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 | $24,423 | $71,516-65.8% | $98,439-75.2% | $71,457-65.8% |
| Participation rate | 34.8% | 72.7%-37.9pp | 75.2%-40.4pp | 67.9%-33.1pp |
| Annual return | 8.67% | 32.41%-23.7pp | 21.16%-12.5pp | 28.85%-20.2pp |
| Employer contribution / active EE | $904 | $2,399-62.3% | $3,048-70.3% | $2,588-65.1% |
| Participant deferral / active EE | $620 | $4,109-84.9% | $4,738-86.9% | $4,289-85.6% |
| Admin fee / account holder | $1,717 | $1,675+2.5% | $8,948-80.8% | $1,587+8.2% |