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 | $18,190 | $46,722-61.1% | $130,648-86.1% | $65,185-72.1% |
| Participation rate | 47.1% | 60.9%-13.8pp | 71.7%-24.6pp | 70.2%-23.1pp |
| Annual return | 17.94% | 24.17%-6.2pp | 1708.96%-1691.0pp | 29.38%-11.4pp |
| Employer contribution / active EE | $478 | $1,488-67.9% | $4,092-88.3% | $2,177-78.0% |
| Participant deferral / active EE | $652 | $2,545-74.4% | $3,603-81.9% | $3,514-81.4% |
| Admin fee / account holder | $1,988 | $453+339.1% | $5,464-63.6% | $847+134.7% |