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 8-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 | $12,617 | $78,672-84.0% | $109,143-88.4% | $85,850-85.3% |
| Participation rate | 27.8% | 68.3%-40.5pp | 75.9%-48.1pp | 69.3%-41.5pp |
| Annual return | -3.28% | 25.09%-28.4pp | 25.75%-29.0pp | 318.53%-321.8pp |
| Employer contribution / active EE | $596 | $2,735-78.2% | $3,722-84.0% | $2,565-76.8% |
| Participant deferral / active EE | $1,561 | $3,467-55.0% | $4,653-66.5% | $3,952-60.5% |
| Admin fee / account holder | $4,100 | $5,469-25.0% | $6,752-39.3% | $6,260-34.5% |