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 | $16,573 | $99,985-83.4% | $146,665-88.7% | $85,850-80.7% |
| Participation rate | 53.3% | 73.1%-19.7pp | 80.1%-26.7pp | 69.3%-16.0pp |
| Annual return | 1.98% | 18.93%-17.0pp | 22.74%-20.8pp | 318.53%-316.6pp |
| Employer contribution / active EE | $507 | $2,559-80.2% | $4,136-87.7% | $2,565-80.2% |
| Participant deferral / active EE | $3,148 | $4,006-21.4% | $5,506-42.8% | $3,952-20.3% |
| Admin fee / account holder | $1,522 | $7,702-80.2% | $10,280-85.2% | $6,260-75.7% |