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 | $8,805 | $77,813-88.7% | $123,544-92.9% | $64,186-86.3% |
| Participation rate | 36.8% | 74.7%-37.9pp | 82.3%-45.5pp | 69.6%-32.7pp |
| Annual return | -12.01% | 12.48%-24.5pp | 119.20%-131.2pp | 7.63%-19.6pp |
| Employer contribution / active EE | $648 | $3,014-78.5% | $4,628-86.0% | $2,381-72.8% |
| Participant deferral / active EE | $1,656 | $5,240-68.4% | $6,426-74.2% | $3,470-52.3% |
| Admin fee / account holder | $1,894 | $5,519-65.7% | $9,284-79.6% | $4,888-61.2% |