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 | $10,163 | $59,186-82.8% | $76,768-86.8% | $56,287-81.9% |
| Participation rate | 54.4% | 75.2%-20.9pp | 77.0%-22.6pp | 69.9%-15.5pp |
| Annual return | -8.62% | 6.62%-15.2pp | 2.43%-11.1pp | -9.96%+1.3pp |
| Employer contribution / active EE | $966 | $1,759-45.1% | $2,485-61.1% | $2,111-54.2% |
| Participant deferral / active EE | $1,376 | $3,255-57.7% | $3,852-64.3% | $3,350-58.9% |
| Admin fee / account holder | $596 | $489+21.9% | $6,675-91.1% | $521+14.5% |