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 | $8,431 | $57,281-85.3% | $86,612-90.3% | $75,163-88.8% |
| Participation rate | 37.3% | 63.2%-25.9pp | 71.7%-34.4pp | 67.2%-29.9pp |
| Annual return | 9.33% | 2670.75%-2661.4pp | 591.07%-581.7pp | 160.62%-151.3pp |
| Employer contribution / active EE | $145 | $2,314-93.7% | $3,022-95.2% | $2,670-94.6% |
| Participant deferral / active EE | $863 | $3,318-74.0% | $4,438-80.6% | $4,125-79.1% |
| Admin fee / account holder | $611 | $4,112-85.1% | $5,614-89.1% | $5,651-89.2% |