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 | $29,784 | $109,359-72.8% | $162,163-81.6% | $72,985-59.2% |
| Participation rate | 58.3% | 84.3%-25.9pp | 87.6%-29.2pp | 69.5%-11.2pp |
| Annual return | -0.17% | 25.46%-25.6pp | 115.59%-115.8pp | 81.00%-81.2pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,735 | $5,481-68.3% | $7,298-76.2% | $3,607-51.9% |
| Admin fee / account holder | $1,742 | $7,972-78.2% | $10,843-83.9% | $5,124-66.0% |