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 8-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 | $15,868 | $58,512-72.9% | $84,015-81.1% | $72,985-78.3% |
| Participation rate | 40.6% | 61.2%-20.6pp | 69.0%-28.4pp | 69.5%-28.9pp |
| Annual return | 10.57% | 28.93%-18.4pp | 71.31%-60.7pp | 81.00%-70.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,036 | $2,394-14.9% | $3,239-37.1% | $3,607-43.6% |
| Admin fee / account holder | $1,684 | $4,569-63.1% | $6,101-72.4% | $5,124-67.1% |