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 | $13,285 | $74,927-82.3% | $101,794-86.9% | $84,808-84.3% |
| Participation rate | 20.2% | 61.4%-41.2pp | 69.2%-49.0pp | 68.3%-48.1pp |
| Annual return | 4.88% | 18.70%-13.8pp | 30.53%-25.6pp | 40.90%-36.0pp |
| Employer contribution / active EE | $0 | $1,522-100.0% | $2,289-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $835 | $3,099-73.0% | $4,084-79.5% | $4,212-80.2% |
| Admin fee / account holder | $2,600 | $6,514-60.1% | $8,777-70.4% | $7,344-64.6% |