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 | $13,731 | $64,348-78.7% | $90,160-84.8% | $70,131-80.4% |
| Participation rate | 62.0% | 70.4%-8.4pp | 76.9%-14.9pp | 69.5%-7.5pp |
| Annual return | 10.76% | 28.13%-17.4pp | 34.88%-24.1pp | 73.14%-62.4pp |
| Employer contribution / active EE | $273 | $2,046-86.7% | $3,318-91.8% | $2,342-88.4% |
| Participant deferral / active EE | $557 | $4,389-87.3% | $5,288-89.5% | $3,332-83.3% |
| Admin fee / account holder | $1,953 | $3,944-50.5% | $5,943-67.1% | $4,645-58.0% |