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 | $13,798 | $77,813-82.3% | $123,544-88.8% | $64,186-78.5% |
| Participation rate | 58.3% | 74.7%-16.4pp | 82.3%-24.0pp | 69.6%-11.2pp |
| Annual return | -11.46% | 12.48%-23.9pp | 119.20%-130.7pp | 7.63%-19.1pp |
| Employer contribution / active EE | $440 | $3,014-85.4% | $4,628-90.5% | $2,381-81.5% |
| Participant deferral / active EE | $3,368 | $5,240-35.7% | $6,426-47.6% | $3,470-2.9% |
| Admin fee / account holder | $1,431 | $5,519-74.1% | $9,284-84.6% | $4,888-70.7% |