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 | $9,468 | $105,998-91.1% | $92,233-89.7% | $147,584-93.6% |
| Participation rate | 42.9% | 80.4%-37.6pp | 76.5%-33.6pp | 82.8%-40.0pp |
| Annual return | -24.06% | 50.05%-74.1pp | 176.28%-200.3pp | 578.55%-602.6pp |
| Employer contribution / active EE | $301 | $4,333-93.1% | $3,679-91.8% | $4,876-93.8% |
| Participant deferral / active EE | $2,443 | $4,478-45.5% | $3,897-37.3% | $5,439-55.1% |
| Admin fee / account holder | $2,283 | $6,332-64.0% | $5,194-56.1% | $10,885-79.0% |