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 | $8,594 | $76,000-88.7% | $154,107-94.4% | $64,186-86.6% |
| Participation rate | 57.4% | 70.4%-13.0pp | 83.0%-25.6pp | 69.6%-12.2pp |
| Annual return | -8.26% | 30.32%-38.6pp | 735.12%-743.4pp | 7.63%-15.9pp |
| Employer contribution / active EE | $503 | $3,351-85.0% | $5,298-90.5% | $2,381-78.9% |
| Participant deferral / active EE | $677 | $3,175-78.7% | $5,081-86.7% | $3,470-80.5% |
| Admin fee / account holder | $358 | $5,596-93.6% | $13,411-97.3% | $4,888-92.7% |