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 10-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 | $17,146 | $60,349-71.6% | $74,183-76.9% | $62,891-72.7% |
| Participation rate | 23.3% | 72.7%-49.4pp | 76.6%-53.3pp | 69.3%-46.0pp |
| Annual return | 1.13% | 21.37%-20.2pp | 17.74%-16.6pp | 20.14%-19.0pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $386 | $2,856-86.5% | $3,550-89.1% | $3,203-87.9% |
| Admin fee / account holder | $807 | $4,261-81.1% | $5,586-85.6% | $4,296-81.2% |