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 | $8,039 | $60,261-86.7% | $81,783-90.2% | $74,546-89.2% |
| Participation rate | 16.2% | 62.9%-46.7pp | 72.4%-56.2pp | 67.2%-51.0pp |
| Annual return | 7.22% | 16.88%-9.7pp | 775.05%-767.8pp | 1366.03%-1358.8pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $2,913-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $131 | $3,388-96.1% | $4,320-97.0% | $4,347-97.0% |
| Admin fee / account holder | $532 | $1,482-64.1% | $7,380-92.8% | $1,944-72.6% |