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 | $20,870 | $157,256-86.7% | $141,162-85.2% | $152,861-86.3% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.4%-22.4pp |
| Annual return | -3.47% | 64.32%-67.8pp | 71.39%-74.9pp | 345.32%-348.8pp |
| Employer contribution / active EE | $821 | $5,261-84.4% | $4,735-82.7% | $4,762-82.8% |
| Participant deferral / active EE | $6,574 | $7,109-7.5% | $6,709-2.0% | $5,850+12.4% |
| Admin fee / account holder | $3,183 | $12,120-73.7% | $10,261-69.0% | $11,596-72.6% |