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 | $18,415 | $73,787-75.0% | $98,716-81.3% | $82,448-77.7% |
| Participation rate | 43.3% | 61.4%-18.1pp | 69.3%-26.0pp | 68.1%-24.7pp |
| Annual return | 12.33% | 18.57%-6.2pp | 31.81%-19.5pp | 41.64%-29.3pp |
| Employer contribution / active EE | $304 | $1,511-79.9% | $2,279-86.6% | $2,551-88.1% |
| Participant deferral / active EE | $1,224 | $3,081-60.3% | $4,048-69.8% | $4,139-70.4% |
| Admin fee / account holder | $2,028 | $6,500-68.8% | $8,703-76.7% | $7,234-72.0% |