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 | $36,691 | $87,870-58.2% | $113,168-67.6% | $74,304-50.6% |
| Participation rate | 38.1% | 70.7%-32.7pp | 76.6%-38.5pp | 60.3%-22.3pp |
| Annual return | 11.09% | 26.44%-15.3pp | 24.27%-13.2pp | 29.43%-18.3pp |
| Employer contribution / active EE | $0 | $2,277-100.0% | $2,975-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $5,329 | $4,241+25.7% | $5,107+4.4% | $3,767+41.5% |
| Admin fee / account holder | $11,046 | $3,368+228.0% | $12,068-8.5% | $2,969+272.1% |