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 | $26,226 | $152,587-82.8% | $125,175-79.0% | $152,861-82.8% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 0.21% | 54.84%-54.6pp | 43.79%-43.6pp | 345.32%-345.1pp |
| Employer contribution / active EE | $594 | $4,946-88.0% | $3,865-84.6% | $4,762-87.5% |
| Participant deferral / active EE | $12,500 | $5,868+113.0% | $4,937+153.2% | $5,850+113.7% |
| Admin fee / account holder | $17,686 | $13,434+31.6% | $9,702+82.3% | $11,596+52.5% |