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 7-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 | $13,889 | $64,707-78.5% | $112,228-87.6% | $68,494-79.7% |
| Participation rate | 17.4% | 67.2%-49.8pp | 75.1%-57.7pp | 67.9%-50.5pp |
| Annual return | -78.47% | -11.40%-67.1pp | 27.45%-105.9pp | -7.84%-70.6pp |
| Employer contribution / active EE | $575 | $2,746-79.1% | $3,635-84.2% | $2,596-77.9% |
| Participant deferral / active EE | $1,758 | $3,565-50.7% | $4,728-62.8% | $4,027-56.3% |
| Admin fee / account holder | $5,572 | $5,232+6.5% | $6,410-13.1% | $5,403+3.1% |