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 6-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 | $10,345 | $70,475-85.3% | $100,516-89.7% | $79,858-87.0% |
| Participation rate | 41.4% | 73.7%-32.3pp | 79.4%-38.0pp | 69.6%-28.3pp |
| Annual return | 8.95% | 21.90%-12.9pp | 30.89%-21.9pp | 31.71%-22.8pp |
| Employer contribution / active EE | $1 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,641 | $5,181-49.0% | $6,270-57.9% | $3,740-29.4% |
| Admin fee / account holder | $2,432 | $4,478-45.7% | $8,081-69.9% | $5,306-54.2% |