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 8-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 | $6,264 | $76,000-91.8% | $154,107-95.9% | $64,186-90.2% |
| Participation rate | 35.9% | 70.4%-34.5pp | 83.0%-47.2pp | 69.6%-33.7pp |
| Annual return | -10.16% | 30.32%-40.5pp | 735.12%-745.3pp | 7.63%-17.8pp |
| Employer contribution / active EE | $527 | $3,351-84.3% | $5,298-90.1% | $2,381-77.9% |
| Participant deferral / active EE | $770 | $3,175-75.8% | $5,081-84.8% | $3,470-77.8% |
| Admin fee / account holder | $1,480 | $5,596-73.6% | $13,411-89.0% | $4,888-69.7% |