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 | $13,512 | $115,770-88.3% | $101,248-86.7% | $158,922-91.5% |
| Participation rate | 64.7% | 79.4%-14.7pp | 75.8%-11.1pp | 82.0%-17.3pp |
| Annual return | 6.40% | 56.14%-49.7pp | 46.47%-40.1pp | 302.83%-296.4pp |
| Employer contribution / active EE | $1,844 | $4,175-55.8% | $3,660-49.6% | $4,761-61.3% |
| Participant deferral / active EE | $1,181 | $4,957-76.2% | $4,370-73.0% | $5,982-80.3% |
| Admin fee / account holder | $1,277 | $7,245-82.4% | $5,945-78.5% | $11,246-88.6% |