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 | $13,406 | $79,944-83.2% | $98,439-86.4% | $75,163-82.2% |
| Participation rate | 29.5% | 70.4%-40.8pp | 75.2%-45.6pp | 67.2%-37.6pp |
| Annual return | 11.37% | 19.75%-8.4pp | 21.16%-9.8pp | 160.62%-149.3pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $471 | $3,752-87.5% | $4,738-90.1% | $4,125-88.6% |
| Admin fee / account holder | $609 | $6,840-91.1% | $8,948-93.2% | $5,651-89.2% |