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 | $12,833 | $106,749-88.0% | $145,433-91.2% | $82,448-84.4% |
| Participation rate | 68.2% | 75.6%-7.5pp | 82.1%-13.9pp | 68.1%+0.1pp |
| Annual return | 12.52% | 27.59%-15.1pp | 66.58%-54.1pp | 41.64%-29.1pp |
| Employer contribution / active EE | $2,405 | $3,444-30.2% | $4,554-47.2% | $2,551-5.7% |
| Participant deferral / active EE | $1,844 | $6,519-71.7% | $7,897-76.7% | $4,139-55.5% |
| Admin fee / account holder | $2,639 | $8,390-68.6% | $13,129-79.9% | $7,234-63.5% |