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 | $24,694 | $98,463-74.9% | $119,258-79.3% | $85,850-71.2% |
| Participation rate | 69.2% | 77.6%-8.4pp | 82.7%-13.5pp | 69.3%-0.1pp |
| Annual return | 11.26% | 38.53%-27.3pp | 30.69%-19.4pp | 318.53%-307.3pp |
| Employer contribution / active EE | $1,340 | $3,698-63.8% | $4,384-69.4% | $2,565-47.8% |
| Participant deferral / active EE | $1,650 | $4,942-66.6% | $6,111-73.0% | $3,952-58.3% |
| Admin fee / account holder | $1,744 | $7,493-76.7% | $7,226-75.9% | $6,260-72.1% |