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 6-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 | $8,870 | $65,561-86.5% | $91,541-90.3% | $74,304-88.1% |
| Participation rate | 22.8% | 56.6%-33.8pp | 69.8%-47.0pp | 60.3%-37.6pp |
| Annual return | 7.88% | 17.68%-9.8pp | 20.50%-12.6pp | 29.43%-21.6pp |
| Employer contribution / active EE | $0 | $1,717-100.0% | $2,505-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $770 | $2,918-73.6% | $4,008-80.8% | $3,767-79.6% |
| Admin fee / account holder | $2,645 | $3,333-20.6% | $6,956-62.0% | $2,969-10.9% |