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 | $22,032 | $102,317-78.5% | $146,958-85.0% | $80,856-72.8% |
| Participation rate | 46.7% | 75.8%-29.2pp | 82.2%-35.5pp | 67.6%-21.0pp |
| Annual return | 10.25% | 134.76%-124.5pp | 418.34%-408.1pp | 35.59%-25.3pp |
| Employer contribution / active EE | $1,329 | $3,713-64.2% | $4,933-73.1% | $2,755-51.8% |
| Participant deferral / active EE | $2,040 | $6,644-69.3% | $8,070-74.7% | $4,296-52.5% |
| Admin fee / account holder | $409 | $7,941-94.9% | $12,998-96.9% | $6,918-94.1% |