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 | $5,235 | $52,681-90.1% | $75,781-93.1% | $59,632-91.2% |
| Participation rate | 28.1% | 67.2%-39.1pp | 75.8%-47.7pp | 68.7%-40.5pp |
| Annual return | -8.91% | 2.95%-11.9pp | 9.68%-18.6pp | 2041.28%-2050.2pp |
| Employer contribution / active EE | $581 | $2,193-73.5% | $3,323-82.5% | $2,203-73.6% |
| Participant deferral / active EE | $754 | $2,591-70.9% | $3,651-79.3% | $3,192-76.4% |
| Admin fee / account holder | $783 | $3,610-78.3% | $5,299-85.2% | $4,297-81.8% |