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 6-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 | $7,030 | $98,750-92.9% | $149,696-95.3% | $79,858-91.2% |
| Participation rate | 35.5% | 75.8%-40.3pp | 82.5%-47.0pp | 69.6%-34.1pp |
| Annual return | 10.31% | 27.43%-17.1pp | 276.60%-266.3pp | 31.71%-21.4pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,777 | $5,680-68.7% | $6,842-74.0% | $3,740-52.5% |
| Admin fee / account holder | $1,555 | $6,053-74.3% | $9,309-83.3% | $5,306-70.7% |