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 | $21,974 | $105,181-79.1% | $159,436-86.2% | $85,850-74.4% |
| Participation rate | 42.9% | 75.8%-32.9pp | 82.8%-40.0pp | 69.3%-26.5pp |
| Annual return | 11.35% | 45.07%-33.7pp | 263.57%-252.2pp | 318.53%-307.2pp |
| Employer contribution / active EE | $746 | $3,318-77.5% | $4,829-84.6% | $2,565-70.9% |
| Participant deferral / active EE | $975 | $5,945-83.6% | $7,352-86.7% | $3,952-75.3% |
| Admin fee / account holder | $600 | $6,933-91.3% | $10,799-94.4% | $6,260-90.4% |