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 | $13,976 | $102,317-86.3% | $146,958-90.5% | $80,856-82.7% |
| Participation rate | 30.0% | 75.8%-45.8pp | 82.2%-52.2pp | 67.6%-37.6pp |
| Annual return | 9.27% | 134.76%-125.5pp | 418.34%-409.1pp | 35.59%-26.3pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,075 | $6,644-83.8% | $8,070-86.7% | $4,296-75.0% |
| Admin fee / account holder | $699 | $7,941-91.2% | $12,998-94.6% | $6,918-89.9% |