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 | $8,274 | $54,701-84.9% | $86,188-90.4% | $71,457-88.4% |
| Participation rate | 21.8% | 60.1%-38.3pp | 69.0%-47.1pp | 67.9%-46.1pp |
| Annual return | 5.56% | 20.06%-14.5pp | 1168.45%-1162.9pp | 28.85%-23.3pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,380-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,277 | $3,108-58.9% | $3,985-68.0% | $4,289-70.2% |
| Admin fee / account holder | $2,058 | $1,922+7.1% | $6,852-70.0% | $1,587+29.6% |