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 5-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 | $19,661 | $91,538-78.5% | $129,995-84.9% | $75,163-73.8% |
| Participation rate | 50.0% | 71.4%-21.4pp | 78.5%-28.5pp | 67.2%-17.2pp |
| Annual return | 9.46% | -631.11%+640.6pp | -137.18%+146.6pp | 160.62%-151.2pp |
| Employer contribution / active EE | $666 | $2,845-76.6% | $4,320-84.6% | $2,670-75.0% |
| Participant deferral / active EE | $2,523 | $4,341-41.9% | $5,820-56.7% | $4,125-38.8% |
| Admin fee / account holder | $399 | $6,790-94.1% | $10,614-96.2% | $5,651-92.9% |