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 | $11,622 | $72,012-83.9% | $185,823-93.7% | $79,858-85.4% |
| Participation rate | 19.5% | 65.8%-46.2pp | 78.0%-58.5pp | 69.6%-50.1pp |
| Annual return | 9.53% | 23.12%-13.6pp | 35.95%-26.4pp | 31.71%-22.2pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $729 | $3,779-80.7% | $5,632-87.1% | $3,740-80.5% |
| Admin fee / account holder | $1,064 | $4,513-76.4% | $9,500-88.8% | $5,306-79.9% |