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 9-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 | $8,234 | $138,065-94.0% | $123,544-93.3% | $135,375-93.9% |
| Participation rate | 42.9% | 84.7%-41.9pp | 82.3%-39.4pp | 82.6%-39.8pp |
| Annual return | -13.99% | 153.68%-167.7pp | 119.20%-133.2pp | 519.73%-533.7pp |
| Employer contribution / active EE | $866 | $5,151-83.2% | $4,628-81.3% | $4,779-81.9% |
| Participant deferral / active EE | $2,239 | $6,799-67.1% | $6,426-65.2% | $5,609-60.1% |
| Admin fee / account holder | $835 | $10,916-92.4% | $9,284-91.0% | $10,827-92.3% |