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 | $10,093 | $72,177-86.0% | $115,037-91.2% | $59,632-83.1% |
| Participation rate | 40.3% | 72.6%-32.2pp | 81.4%-41.0pp | 68.7%-28.3pp |
| Annual return | -4.06% | 12.02%-16.1pp | 26.14%-30.2pp | 2041.28%-2045.3pp |
| Employer contribution / active EE | $636 | $2,841-77.6% | $4,608-86.2% | $2,203-71.1% |
| Participant deferral / active EE | $1,475 | $4,783-69.2% | $6,026-75.5% | $3,192-53.8% |
| Admin fee / account holder | $331 | $4,927-93.3% | $8,175-95.9% | $4,297-92.3% |