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 | $20,218 | $73,981-72.7% | $105,722-80.9% | $62,891-67.9% |
| Participation rate | 34.1% | 71.7%-37.5pp | 78.9%-44.8pp | 69.3%-35.2pp |
| Annual return | 3.07% | 17.60%-14.5pp | 12.25%-9.2pp | 20.14%-17.1pp |
| Employer contribution / active EE | $1,007 | $2,856-64.8% | $4,079-75.3% | $2,281-55.9% |
| Participant deferral / active EE | $1,007 | $4,038-75.1% | $5,326-81.1% | $3,203-68.6% |
| Admin fee / account holder | $3,854 | $5,976-35.5% | $8,308-53.6% | $4,296-10.3% |