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 7-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 | $3,987 | $77,899-94.9% | $149,673-97.3% | $75,163-94.7% |
| Participation rate | 40.9% | 65.6%-24.7pp | 78.8%-37.9pp | 67.2%-26.3pp |
| Annual return | 3.46% | 31.72%-28.3pp | 134.42%-131.0pp | 160.62%-157.2pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,358 | $3,411-60.2% | $5,680-76.1% | $4,125-67.1% |
| Admin fee / account holder | $610 | $5,956-89.8% | $13,210-95.4% | $5,651-89.2% |