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 | $17,052 | $76,670-77.8% | $96,683-82.4% | $71,457-76.1% |
| Participation rate | 61.7% | 66.6%-4.9pp | 74.3%-12.7pp | 67.9%-6.2pp |
| Annual return | 7.38% | 48.29%-40.9pp | 35.69%-28.3pp | 28.85%-21.5pp |
| Employer contribution / active EE | $1,141 | $3,031-62.4% | $3,737-69.5% | $2,588-55.9% |
| Participant deferral / active EE | $754 | $3,771-80.0% | $4,878-84.5% | $4,289-82.4% |
| Admin fee / account holder | $3,053 | $2,028+50.5% | $6,730-54.6% | $1,587+92.3% |