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 | $12,323 | $198,466-93.8% | $170,442-92.8% | $147,584-91.7% |
| Participation rate | 23.5% | 88.0%-64.4pp | 83.6%-60.1pp | 82.8%-59.3pp |
| Annual return | 4.29% | 257.29%-253.0pp | 205.93%-201.6pp | 578.55%-574.3pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,079 | $5,629-80.8% | $4,939-78.2% | $5,439-80.2% |
| Admin fee / account holder | $1,426 | $16,852-91.5% | $13,880-89.7% | $10,885-86.9% |