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 9-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 | $7,127 | $59,805-88.1% | $79,550-91.0% | $68,494-89.6% |
| Participation rate | 52.5% | 61.1%-8.5pp | 69.5%-16.9pp | 67.9%-15.3pp |
| Annual return | -22.78% | -12.30%-10.5pp | 0.16%-22.9pp | -7.84%-14.9pp |
| Employer contribution / active EE | $245 | $1,505-83.7% | $2,413-89.8% | $2,596-90.5% |
| Participant deferral / active EE | $1,517 | $3,024-49.8% | $3,985-61.9% | $4,027-62.3% |
| Admin fee / account holder | $1,345 | $4,835-72.2% | $6,832-80.3% | $5,403-75.1% |