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 6-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 | $17,160 | $59,417-71.1% | $93,606-81.7% | $74,495-77.0% |
| Participation rate | 22.6% | 59.7%-37.1pp | 68.7%-46.1pp | 67.2%-44.6pp |
| Annual return | 10.07% | 81.83%-71.8pp | 133.20%-123.1pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $328 | $1,264-74.1% | $2,420-86.4% | $2,623-87.5% |
| Participant deferral / active EE | $830 | $3,050-72.8% | $4,411-81.2% | $4,346-80.9% |
| Admin fee / account holder | $503 | $3,021-83.4% | $8,285-93.9% | $1,942-74.1% |