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 6-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 | $3,247 | $95,561-96.6% | $77,163-95.8% | $139,434-97.7% |
| Participation rate | 45.8% | 73.9%-28.1pp | 69.6%-23.7pp | 80.3%-34.5pp |
| Annual return | -9.43% | 54.92%-64.4pp | 37.87%-47.3pp | 372.94%-382.4pp |
| Employer contribution / active EE | $305 | $3,147-90.3% | $2,535-88.0% | $4,751-93.6% |
| Participant deferral / active EE | $1,010 | $4,624-78.2% | $3,833-73.6% | $6,710-84.9% |
| Admin fee / account holder | $415 | $8,295-95.0% | $5,472-92.4% | $11,403-96.4% |