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 7-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 | $11,414 | $89,355-87.2% | $141,162-91.9% | $72,985-84.4% |
| Participation rate | 14.3% | 75.1%-60.8pp | 82.5%-68.2pp | 69.5%-55.2pp |
| Annual return | 15.71% | 111.85%-96.1pp | 71.39%-55.7pp | 81.00%-65.3pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,187 | $5,418-78.1% | $6,709-82.3% | $3,607-67.1% |
| Admin fee / account holder | $3,720 | $5,958-37.6% | $10,261-63.7% | $5,124-27.4% |