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 3-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 | $15,565 | $81,460-80.9% | $103,333-84.9% | $80,856-80.8% |
| Participation rate | 53.3% | 66.8%-13.5pp | 74.5%-21.2pp | 67.6%-14.3pp |
| Annual return | 5.42% | 25.55%-20.1pp | 24.88%-19.5pp | 35.59%-30.2pp |
| Employer contribution / active EE | $4,753 | $3,105+53.1% | $3,868+22.9% | $2,755+72.5% |
| Participant deferral / active EE | $1,163 | $3,869-69.9% | $5,057-77.0% | $4,296-72.9% |
| Admin fee / account holder | $5,918 | $6,566-9.9% | $8,355-29.2% | $6,918-14.5% |