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 | $9,194 | $40,256-77.2% | $57,343-84.0% | $59,632-84.6% |
| Participation rate | 33.3% | 69.2%-35.8pp | 75.1%-41.8pp | 68.7%-35.3pp |
| Annual return | -5.48% | 27.49%-33.0pp | 24.39%-29.9pp | 2041.28%-2046.8pp |
| Employer contribution / active EE | $109 | $1,922-94.3% | $2,689-95.9% | $2,203-95.1% |
| Participant deferral / active EE | $885 | $2,399-63.1% | $3,162-72.0% | $3,192-72.3% |
| Admin fee / account holder | $840 | $2,818-70.2% | $3,356-75.0% | $4,297-80.5% |