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 6-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 | $21,365 | $102,317-79.1% | $146,958-85.5% | $80,856-73.6% |
| Participation rate | 12.1% | 75.8%-63.7pp | 82.2%-70.0pp | 67.6%-55.5pp |
| Annual return | 9.98% | 134.76%-124.8pp | 418.34%-408.4pp | 35.59%-25.6pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $613 | $6,644-90.8% | $8,070-92.4% | $4,296-85.7% |
| Admin fee / account holder | $883 | $7,941-88.9% | $12,998-93.2% | $6,918-87.2% |