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 | $27,287 | $180,449-84.9% | $154,107-82.3% | $135,375-79.8% |
| Participation rate | 54.5% | 87.4%-32.9pp | 83.0%-28.5pp | 82.6%-28.1pp |
| Annual return | -12.23% | 888.09%-900.3pp | 735.12%-747.4pp | 519.73%-532.0pp |
| Employer contribution / active EE | $1,148 | $6,035-81.0% | $5,298-78.3% | $4,779-76.0% |
| Participant deferral / active EE | $4,314 | $5,806-25.7% | $5,081-15.1% | $5,609-23.1% |
| Admin fee / account holder | $854 | $16,143-94.7% | $13,411-93.6% | $10,827-92.1% |