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 | $3,812 | $77,813-95.1% | $123,544-96.9% | $64,186-94.1% |
| Participation rate | 64.4% | 74.7%-10.3pp | 82.3%-17.9pp | 69.6%-5.2pp |
| Annual return | -9.46% | 12.48%-21.9pp | 119.20%-128.7pp | 7.63%-17.1pp |
| Employer contribution / active EE | $633 | $3,014-79.0% | $4,628-86.3% | $2,381-73.4% |
| Participant deferral / active EE | $1,887 | $5,240-64.0% | $6,426-70.6% | $3,470-45.6% |
| Admin fee / account holder | $391 | $5,519-92.9% | $9,284-95.8% | $4,888-92.0% |