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 | $20,591 | $81,625-74.8% | $167,512-87.7% | $74,304-72.3% |
| Participation rate | 10.0% | 60.0%-50.0pp | 77.1%-67.1pp | 60.3%-50.3pp |
| Annual return | 11.60% | 26.09%-14.5pp | 1615.79%-1604.2pp | 29.43%-17.8pp |
| Employer contribution / active EE | $0 | $2,010-100.0% | $3,882-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $667 | $4,115-83.8% | $6,405-89.6% | $3,767-82.3% |
| Admin fee / account holder | $1,718 | $3,474-50.5% | $9,769-82.4% | $2,969-42.1% |