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 | $12,736 | $102,317-87.6% | $146,958-91.3% | $80,856-84.2% |
| Participation rate | 53.8% | 75.8%-22.0pp | 82.2%-28.3pp | 67.6%-13.8pp |
| Annual return | 9.56% | 134.76%-125.2pp | 418.34%-408.8pp | 35.59%-26.0pp |
| Employer contribution / active EE | $1,167 | $3,713-68.6% | $4,933-76.3% | $2,755-57.6% |
| Participant deferral / active EE | $1,263 | $6,644-81.0% | $8,070-84.3% | $4,296-70.6% |
| Admin fee / account holder | $1,263 | $7,941-84.1% | $12,998-90.3% | $6,918-81.7% |