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 | $14,587 | $138,065-89.4% | $123,544-88.2% | $135,375-89.2% |
| Participation rate | 69.6% | 84.7%-15.2pp | 82.3%-12.7pp | 82.6%-13.1pp |
| Annual return | -13.29% | 153.68%-167.0pp | 119.20%-132.5pp | 519.73%-533.0pp |
| Employer contribution / active EE | $5,839 | $5,151+13.3% | $4,628+26.2% | $4,779+22.2% |
| Participant deferral / active EE | $2,010 | $6,799-70.4% | $6,426-68.7% | $5,609-64.2% |
| Admin fee / account holder | $479 | $10,916-95.6% | $9,284-94.8% | $10,827-95.6% |