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 | $7,535 | $51,604-85.4% | $129,295-94.2% | $80,874-90.7% |
| Participation rate | 21.4% | 57.0%-35.5pp | 69.6%-48.2pp | 67.6%-46.2pp |
| Annual return | 6.73% | 20.76%-14.0pp | 9429.28%-9422.5pp | 35.62%-28.9pp |
| Employer contribution / active EE | $445 | $1,585-71.9% | $4,157-89.3% | $2,756-83.8% |
| Participant deferral / active EE | $509 | $2,670-80.9% | $4,169-87.8% | $4,297-88.1% |
| Admin fee / account holder | $1,826 | $4,310-57.6% | $7,665-76.2% | $6,935-73.7% |