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 | $14,872 | $150,440-90.1% | $136,294-89.1% | $147,584-89.9% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 8.77% | 1049.08%-1040.3pp | 5155.94%-5147.2pp | 578.55%-569.8pp |
| Employer contribution / active EE | $1,560 | $5,256-70.3% | $4,695-66.8% | $4,876-68.0% |
| Participant deferral / active EE | $1,688 | $6,630-74.5% | $6,247-73.0% | $5,439-69.0% |
| Admin fee / account holder | $2,443 | $10,905-77.6% | $9,243-73.6% | $10,885-77.6% |