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 | $11,247 | $44,873-74.9% | $79,464-85.8% | $56,287-80.0% |
| Participation rate | 32.5% | 68.7%-36.2pp | 73.3%-40.8pp | 69.9%-37.3pp |
| Annual return | -7.06% | 0.81%-7.9pp | 718.14%-725.2pp | -9.96%+2.9pp |
| Employer contribution / active EE | $35 | $2,140-98.4% | $2,800-98.7% | $2,111-98.3% |
| Participant deferral / active EE | $1,156 | $2,746-57.9% | $3,704-68.8% | $3,350-65.5% |
| Admin fee / account holder | $548 | $418+31.0% | $5,113-89.3% | $521+5.3% |