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 | $7,488 | $60,323-87.6% | $81,812-90.8% | $74,495-89.9% |
| Participation rate | 57.9% | 62.9%-5.0pp | 72.3%-14.4pp | 67.2%-9.3pp |
| Annual return | 11.00% | 16.90%-5.9pp | 773.79%-762.8pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $956 | $2,620-63.5% | $2,912-67.2% | $2,623-63.6% |
| Participant deferral / active EE | $719 | $3,387-78.8% | $4,319-83.3% | $4,346-83.4% |
| Admin fee / account holder | $483 | $1,486-67.5% | $7,386-93.5% | $1,942-75.1% |