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 | $10,541 | $43,723-75.9% | $121,196-91.3% | $64,186-83.6% |
| Participation rate | 52.9% | 58.3%-5.4pp | 71.7%-18.8pp | 69.6%-16.6pp |
| Annual return | -11.47% | 68.91%-80.4pp | 16.93%-28.4pp | 7.63%-19.1pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,194 | $2,280-47.6% | $3,344-64.3% | $3,470-65.6% |
| Admin fee / account holder | $1,646 | $3,501-53.0% | $5,019-67.2% | $4,888-66.3% |