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 | $17,926 | $88,672-79.8% | $105,223-83.0% | $82,448-78.3% |
| Participation rate | 29.6% | 67.9%-38.3pp | 75.0%-45.4pp | 68.1%-38.4pp |
| Annual return | -12.00% | 30.86%-42.9pp | 180.65%-192.7pp | 41.64%-53.6pp |
| Employer contribution / active EE | $482 | $3,048-84.2% | $3,689-86.9% | $2,551-81.1% |
| Participant deferral / active EE | $1,681 | $4,036-58.3% | $5,072-66.9% | $4,139-59.4% |
| Admin fee / account holder | $3,471 | $7,146-51.4% | $8,859-60.8% | $7,234-52.0% |