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 3-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 | $18,003 | $109,881-83.6% | $150,045-88.0% | $84,808-78.8% |
| Participation rate | 62.2% | 76.1%-13.9pp | 82.3%-20.2pp | 68.3%-6.1pp |
| Annual return | 11.45% | 28.25%-16.8pp | 62.55%-51.1pp | 40.90%-29.5pp |
| Employer contribution / active EE | $1,406 | $3,561-60.5% | $4,693-70.0% | $2,631-46.5% |
| Participant deferral / active EE | $1,771 | $6,636-73.3% | $7,997-77.9% | $4,212-57.9% |
| Admin fee / account holder | $13,226 | $8,568+54.4% | $13,435-1.6% | $7,344+80.1% |