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 9-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 | $10,047 | $58,577-82.8% | $83,333-87.9% | $64,186-84.3% |
| Participation rate | 37.0% | 72.0%-35.0pp | 77.8%-40.7pp | 69.6%-32.5pp |
| Annual return | -11.40% | 9.65%-21.1pp | 10.63%-22.0pp | 7.63%-19.0pp |
| Employer contribution / active EE | $677 | $2,098-67.7% | $3,379-80.0% | $2,381-71.6% |
| Participant deferral / active EE | $1,766 | $4,654-62.1% | $5,565-68.3% | $3,470-49.1% |
| Admin fee / account holder | $1,885 | $9,275-79.7% | $7,510-74.9% | $4,888-61.4% |