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 7-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 | $8,615 | $98,750-91.3% | $149,696-94.2% | $79,858-89.2% |
| Participation rate | 52.6% | 75.8%-23.1pp | 82.5%-29.8pp | 69.6%-17.0pp |
| Annual return | 11.00% | 27.43%-16.4pp | 276.60%-265.6pp | 31.71%-20.7pp |
| Employer contribution / active EE | $1,389 | $3,216-56.8% | $4,644-70.1% | $2,471-43.8% |
| Participant deferral / active EE | $2,300 | $5,680-59.5% | $6,842-66.4% | $3,740-38.5% |
| Admin fee / account holder | $5,289 | $6,053-12.6% | $9,309-43.2% | $5,306-0.3% |