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 | $28,066 | $202,318-86.1% | $172,739-83.8% | $152,861-81.6% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.4%-19.9pp |
| Annual return | 7.27% | 1029.65%-1022.4pp | 802.84%-795.6pp | 345.32%-338.0pp |
| Employer contribution / active EE | $2,251 | $5,856-61.6% | $5,143-56.2% | $4,762-52.7% |
| Participant deferral / active EE | $765 | $5,948-87.1% | $5,198-85.3% | $5,850-86.9% |
| Admin fee / account holder | $2,246 | $17,109-86.9% | $13,954-83.9% | $11,596-80.6% |