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 5-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 | $8,075 | $65,061-87.6% | $143,757-94.4% | $66,914-87.9% |
| Participation rate | 19.8% | 65.2%-45.4pp | 80.3%-60.5pp | 69.8%-50.0pp |
| Annual return | -24.73% | -11.14%-13.6pp | -0.04%-24.7pp | 1.58%-26.3pp |
| Employer contribution / active EE | $245 | $2,361-89.6% | $4,951-95.0% | $2,544-90.4% |
| Participant deferral / active EE | $1,139 | $2,919-61.0% | $5,637-79.8% | $4,237-73.1% |
| Admin fee / account holder | $426 | $502-15.2% | $14,673-97.1% | $593-28.2% |