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 3-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 | $4,566 | $48,230-90.5% | $67,502-93.2% | $80,856-94.4% |
| Participation rate | 25.6% | 66.4%-40.8pp | 72.9%-47.3pp | 67.6%-42.1pp |
| Annual return | 10.44% | 18.28%-7.8pp | 3512.12%-3501.7pp | 35.59%-25.2pp |
| Employer contribution / active EE | $208 | $2,020-89.7% | $2,731-92.4% | $2,755-92.5% |
| Participant deferral / active EE | $874 | $2,924-70.1% | $4,000-78.2% | $4,296-79.7% |
| Admin fee / account holder | $1,010 | $3,681-72.6% | $3,998-74.7% | $6,918-85.4% |