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 | $3,153 | $66,402-95.3% | $109,895-97.1% | $85,850-96.3% |
| Participation rate | 54.8% | 63.9%-9.0pp | 74.2%-19.4pp | 69.3%-14.5pp |
| Annual return | -6.77% | 19.59%-26.4pp | 29.45%-36.2pp | 318.53%-325.3pp |
| Employer contribution / active EE | $1,049 | $1,687-37.8% | $2,842-63.1% | $2,565-59.1% |
| Participant deferral / active EE | $842 | $2,842-70.4% | $4,048-79.2% | $3,952-78.7% |
| Admin fee / account holder | $390 | $4,557-91.5% | $6,066-93.6% | $6,260-93.8% |