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 | $19,632 | $89,753-78.1% | $107,525-81.7% | $84,808-76.9% |
| Participation rate | 26.8% | 68.1%-41.3pp | 75.1%-48.3pp | 68.3%-41.6pp |
| Annual return | 8.68% | 29.48%-20.8pp | 181.32%-172.6pp | 40.90%-32.2pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,974 | $4,056-51.3% | $5,116-61.4% | $4,212-53.1% |
| Admin fee / account holder | $1,561 | $7,222-78.4% | $8,919-82.5% | $7,344-78.7% |