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 6-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 | $5,988 | $48,265-87.6% | $68,791-91.3% | $68,494-91.3% |
| Participation rate | 25.0% | 60.7%-35.7pp | 69.0%-44.0pp | 67.9%-42.9pp |
| Annual return | -26.39% | -12.71%-13.7pp | -6.38%-20.0pp | -7.84%-18.6pp |
| Employer contribution / active EE | $261 | $1,829-85.7% | $2,655-90.2% | $2,596-90.0% |
| Participant deferral / active EE | $1,125 | $2,867-60.8% | $3,941-71.5% | $4,027-72.1% |
| Admin fee / account holder | $385 | $4,355-91.2% | $4,932-92.2% | $5,403-92.9% |