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 3-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 | $11,428 | $77,503-85.3% | $100,391-88.6% | $80,856-85.9% |
| Participation rate | 47.9% | 76.9%-29.0pp | 81.5%-33.5pp | 67.6%-19.7pp |
| Annual return | 7.59% | 37.20%-29.6pp | 49.20%-41.6pp | 35.59%-28.0pp |
| Employer contribution / active EE | $812 | $2,801-71.0% | $3,942-79.4% | $2,755-70.5% |
| Participant deferral / active EE | $1,810 | $6,820-73.5% | $8,082-77.6% | $4,296-57.9% |
| Admin fee / account holder | $840 | $5,897-85.8% | $7,899-89.4% | $6,918-87.9% |