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 9-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 | $19,310 | $105,181-81.6% | $159,436-87.9% | $85,850-77.5% |
| Participation rate | 31.0% | 75.8%-44.7pp | 82.8%-51.8pp | 69.3%-38.3pp |
| Annual return | 9.79% | 45.07%-35.3pp | 263.57%-253.8pp | 318.53%-308.7pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,375 | $5,945-60.0% | $7,352-67.7% | $3,952-39.9% |
| Admin fee / account holder | $1,904 | $6,933-72.5% | $10,799-82.4% | $6,260-69.6% |