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 8-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 | $11,167 | $64,707-82.7% | $112,228-90.0% | $68,494-83.7% |
| Participation rate | 40.7% | 67.2%-26.4pp | 75.1%-34.3pp | 67.9%-27.1pp |
| Annual return | -21.91% | -11.40%-10.5pp | 27.45%-49.4pp | -7.84%-14.1pp |
| Employer contribution / active EE | $248 | $2,746-91.0% | $3,635-93.2% | $2,596-90.4% |
| Participant deferral / active EE | $1,673 | $3,565-53.1% | $4,728-64.6% | $4,027-58.5% |
| Admin fee / account holder | $1,994 | $5,232-61.9% | $6,410-68.9% | $5,403-63.1% |