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 | $22,854 | $217,402-89.5% | $185,823-87.7% | $167,490-86.4% |
| Participation rate | 63.6% | 86.0%-22.4pp | 81.7%-18.1pp | 82.1%-18.5pp |
| Annual return | -26.06% | 148.36%-174.4pp | 122.05%-148.1pp | 478.56%-504.6pp |
| Employer contribution / active EE | $614 | $5,873-89.6% | $5,167-88.1% | $4,837-87.3% |
| Participant deferral / active EE | $2,971 | $6,356-53.3% | $5,568-46.6% | $6,341-53.1% |
| Admin fee / account holder | $18,226 | $19,811-8.0% | $16,237+12.2% | $12,309+48.1% |