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 | $22,221 | $135,952-83.7% | $123,892-82.1% | $273,961-91.9% |
| Participation rate | 45.8% | 84.1%-38.2pp | 81.4%-35.6pp | 83.0%-37.2pp |
| Annual return | 2.84% | 56.63%-53.8pp | 47.52%-44.7pp | 41.45%-38.6pp |
| Employer contribution / active EE | $948 | $5,170-81.7% | $4,617-79.5% | $4,869-80.5% |
| Participant deferral / active EE | $1,710 | $6,343-73.0% | $5,984-71.4% | $5,287-67.7% |
| Admin fee / account holder | $9,918 | $9,817+1.0% | $8,357+18.7% | $10,132-2.1% |