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 | $11,173 | $84,233-86.7% | $170,442-93.4% | $70,131-84.1% |
| Participation rate | 14.5% | 70.8%-56.3pp | 83.6%-69.1pp | 69.5%-55.0pp |
| Annual return | -0.25% | 23.06%-23.3pp | 205.93%-206.2pp | 73.14%-73.4pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $736 | $3,086-76.2% | $4,939-85.1% | $3,332-77.9% |
| Admin fee / account holder | $1,771 | $5,698-68.9% | $13,880-87.2% | $4,645-61.9% |