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 | $7,914 | $50,082-84.2% | $93,406-91.5% | $79,858-90.1% |
| Participation rate | 33.9% | 60.9%-27.0pp | 66.8%-32.9pp | 69.6%-35.7pp |
| Annual return | 5.34% | 24.59%-19.3pp | 78.05%-72.7pp | 31.71%-26.4pp |
| Employer contribution / active EE | $294 | $1,303-77.4% | $2,075-85.8% | $2,471-88.1% |
| Participant deferral / active EE | $540 | $2,212-75.6% | $3,126-82.7% | $3,740-85.6% |
| Admin fee / account holder | $908 | $3,454-73.7% | $5,230-82.6% | $5,306-82.9% |