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 5-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 | $3,011 | $57,016-94.7% | $84,966-96.5% | $80,856-96.3% |
| Participation rate | 55.2% | 56.3%-1.2pp | 67.5%-12.3pp | 67.6%-12.5pp |
| Annual return | 9.30% | 21.66%-12.4pp | 66.38%-57.1pp | 35.59%-26.3pp |
| Employer contribution / active EE | $506 | $1,798-71.8% | $2,727-81.4% | $2,755-81.6% |
| Participant deferral / active EE | $605 | $3,110-80.5% | $4,519-86.6% | $4,296-85.9% |
| Admin fee / account holder | $793 | $4,980-84.1% | $6,149-87.1% | $6,918-88.5% |