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 7-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 | $13,746 | $59,839-77.0% | $81,983-83.2% | $79,858-82.8% |
| Participation rate | 23.5% | 61.6%-38.1pp | 69.2%-45.7pp | 69.6%-46.1pp |
| Annual return | -10.85% | 17.56%-28.4pp | 41.31%-52.2pp | 31.71%-42.6pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,377 | $2,695-48.9% | $3,722-63.0% | $3,740-63.2% |
| Admin fee / account holder | $2,385 | $4,287-44.4% | $5,664-57.9% | $5,306-55.1% |