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 | $14,283 | $165,335-91.4% | $149,696-90.5% | $158,922-91.0% |
| Participation rate | 28.6% | 84.6%-56.0pp | 82.5%-53.9pp | 82.0%-53.4pp |
| Annual return | -1.18% | 348.15%-349.3pp | 276.60%-277.8pp | 302.83%-304.0pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,644-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,772 | $7,181-47.5% | $6,842-44.9% | $5,982-36.9% |
| Admin fee / account holder | $6,673 | $10,807-38.3% | $9,309-28.3% | $11,246-40.7% |