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 | $13,242 | $180,449-92.7% | $154,107-91.4% | $135,375-90.2% |
| Participation rate | 46.7% | 87.4%-40.8pp | 83.0%-36.4pp | 82.6%-36.0pp |
| Annual return | -10.98% | 888.09%-899.1pp | 735.12%-746.1pp | 519.73%-530.7pp |
| Employer contribution / active EE | $983 | $6,035-83.7% | $5,298-81.4% | $4,779-79.4% |
| Participant deferral / active EE | $2,162 | $5,806-62.8% | $5,081-57.5% | $5,609-61.5% |
| Admin fee / account holder | $326 | $16,143-98.0% | $13,411-97.6% | $10,827-97.0% |