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.
Employer 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 | $11,885 | $56,484-79.0% | $169,463-93.0% | $64,186-81.5% |
| Participation rate | 50.0% | 64.5%-14.5pp | 77.8%-27.8pp | 69.6%-19.6pp |
| Annual return | -9.64% | -1.55%-8.1pp | 1.83%-11.5pp | 7.63%-17.3pp |
| Employer contribution / active EE | $256 | $1,832-86.0% | $4,159-93.8% | $2,381-89.2% |
| Participant deferral / active EE | $1,842 | $3,448-46.6% | $5,277-65.1% | $3,470-46.9% |
| Admin fee / account holder | $504 | $4,174-87.9% | $9,109-94.5% | $4,888-89.7% |