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 | $21,745 | $70,428-69.1% | $96,562-77.5% | $85,850-74.7% |
| Participation rate | 55.2% | 61.8%-6.6pp | 69.8%-14.6pp | 69.3%-14.1pp |
| Annual return | 10.56% | 18.59%-8.0pp | 37.78%-27.2pp | 318.53%-308.0pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,111 | $2,894-27.0% | $3,849-45.1% | $3,952-46.6% |
| Admin fee / account holder | $3,568 | $4,997-28.6% | $6,181-42.3% | $6,260-43.0% |