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 | $13,190 | $87,013-84.8% | $106,213-87.6% | $80,856-83.7% |
| Participation rate | 28.6% | 70.4%-41.9pp | 75.3%-46.7pp | 67.6%-39.1pp |
| Annual return | 6.34% | 17.05%-10.7pp | 116.14%-109.8pp | 35.59%-29.3pp |
| Employer contribution / active EE | $0 | $2,395-100.0% | $3,171-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,378 | $3,986-65.4% | $5,016-72.5% | $4,296-67.9% |
| Admin fee / account holder | $1,214 | $8,431-85.6% | $11,033-89.0% | $6,918-82.4% |