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 | $15,227 | $48,364-68.5% | $71,796-78.8% | $62,891-75.8% |
| Participation rate | 19.2% | 60.6%-41.4pp | 69.1%-49.9pp | 69.3%-50.1pp |
| Annual return | -5.92% | 13.16%-19.1pp | 78.04%-84.0pp | 20.14%-26.1pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $468 | $2,091-77.6% | $2,794-83.3% | $3,203-85.4% |
| Admin fee / account holder | $3,100 | $3,771-17.8% | $4,815-35.6% | $4,296-27.8% |