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 | $17,525 | $58,512-70.0% | $84,015-79.1% | $72,985-76.0% |
| Participation rate | 53.8% | 61.2%-7.4pp | 69.0%-15.2pp | 69.5%-15.6pp |
| Annual return | 14.77% | 28.93%-14.2pp | 71.31%-56.5pp | 81.00%-66.2pp |
| Employer contribution / active EE | $142 | $1,163-87.8% | $1,983-92.8% | $2,440-94.2% |
| Participant deferral / active EE | $1,081 | $2,394-54.8% | $3,239-66.6% | $3,607-70.0% |
| Admin fee / account holder | $2,708 | $4,569-40.7% | $6,101-55.6% | $5,124-47.1% |