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 6-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 | $11,979 | $77,523-84.5% | $100,383-88.1% | $80,874-85.2% |
| Participation rate | 27.6% | 77.0%-49.4pp | 81.5%-53.9pp | 67.6%-40.1pp |
| Annual return | 8.32% | 37.21%-28.9pp | 49.26%-40.9pp | 35.62%-27.3pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,944-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $696 | $6,822-89.8% | $8,086-91.4% | $4,297-83.8% |
| Admin fee / account holder | $1,982 | $5,899-66.4% | $7,900-74.9% | $6,935-71.4% |