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 7-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 | $12,436 | $100,923-87.7% | $150,045-91.7% | $74,304-83.3% |
| Participation rate | 28.0% | 70.1%-42.1pp | 82.3%-54.3pp | 60.3%-32.3pp |
| Annual return | 13.79% | 51.77%-38.0pp | 62.55%-48.8pp | 29.43%-15.6pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,173 | $6,709-67.6% | $7,997-72.8% | $3,767-42.3% |
| Admin fee / account holder | $2,960 | $2,767+7.0% | $13,435-78.0% | $2,969-0.3% |