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 5-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 | $1,939 | $44,960-95.7% | $84,966-97.7% | $74,495-97.4% |
| Participation rate | 51.0% | 49.4%+1.7pp | 67.5%-16.5pp | 67.2%-16.2pp |
| Annual return | 9.49% | 26.24%-16.8pp | 66.38%-56.9pp | 1364.94%-1355.5pp |
| Employer contribution / active EE | $0 | $1,457-100.0% | $2,727-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $261 | $2,731-90.5% | $4,519-94.2% | $4,346-94.0% |
| Admin fee / account holder | $647 | $2,209-70.7% | $6,149-89.5% | $1,942-66.7% |