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 | $19,040 | $61,660-69.1% | $80,019-76.2% | $64,186-70.3% |
| Participation rate | 33.9% | 71.7%-37.8pp | 75.8%-42.0pp | 69.6%-35.7pp |
| Annual return | -9.37% | -0.33%-9.0pp | 11.22%-20.6pp | 7.63%-17.0pp |
| Employer contribution / active EE | $433 | $1,810-76.1% | $2,468-82.5% | $2,381-81.8% |
| Participant deferral / active EE | $850 | $2,968-71.4% | $3,686-76.9% | $3,470-75.5% |
| Admin fee / account holder | $844 | $5,417-84.4% | $6,521-87.1% | $4,888-82.7% |