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 4-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 | $22,021 | $78,485-71.9% | $106,213-79.3% | $74,495-70.4% |
| Participation rate | 44.8% | 72.8%-28.0pp | 75.3%-30.5pp | 67.2%-22.4pp |
| Annual return | 8.94% | 15.95%-7.0pp | 116.14%-107.2pp | 1364.94%-1356.0pp |
| Employer contribution / active EE | $823 | $2,523-67.4% | $3,171-74.1% | $2,623-68.6% |
| Participant deferral / active EE | $1,836 | $4,322-57.5% | $5,016-63.4% | $4,346-57.7% |
| Admin fee / account holder | $952 | $2,232-57.3% | $11,033-91.4% | $1,942-50.9% |