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 | $9,999 | $70,669-85.9% | $169,368-94.1% | $75,163-86.7% |
| Participation rate | 46.9% | 64.8%-17.9pp | 77.1%-30.3pp | 67.2%-20.3pp |
| Annual return | 12.86% | 36.36%-23.5pp | 405.60%-392.7pp | 160.62%-147.8pp |
| Employer contribution / active EE | $1,075 | $2,211-51.4% | $4,013-73.2% | $2,670-59.7% |
| Participant deferral / active EE | $1,185 | $4,311-72.5% | $6,221-81.0% | $4,125-71.3% |
| Admin fee / account holder | $1,910 | $5,402-64.7% | $9,003-78.8% | $5,651-66.2% |