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 5-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 | $15,639 | $56,767-72.5% | $101,794-84.6% | $85,563-81.7% |
| Participation rate | 18.4% | 57.6%-39.2pp | 69.2%-50.8pp | 66.0%-47.6pp |
| Annual return | 11.85% | 17.76%-5.9pp | 30.53%-18.7pp | 31.51%-19.7pp |
| Employer contribution / active EE | $573 | $1,112-48.5% | $2,289-75.0% | $2,654-78.4% |
| Participant deferral / active EE | $835 | $2,720-69.3% | $4,084-79.6% | $4,375-80.9% |
| Admin fee / account holder | $1,442 | $1,098+31.4% | $8,777-83.6% | $834+72.9% |