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 4-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 | $8,094 | $59,159-86.3% | $159,960-94.9% | $66,914-87.9% |
| Participation rate | 33.6% | 68.1%-34.5pp | 78.0%-44.3pp | 69.8%-36.2pp |
| Annual return | -47.08% | -12.26%-34.8pp | 408.60%-455.7pp | 1.58%-48.7pp |
| Employer contribution / active EE | $455 | $1,983-77.1% | $4,226-89.2% | $2,544-82.1% |
| Participant deferral / active EE | $2,679 | $4,395-39.0% | $6,182-56.7% | $4,237-36.8% |
| Admin fee / account holder | $1,166 | $591+97.3% | $8,698-86.6% | $593+96.5% |