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 | $16,443 | $63,346-74.0% | $92,233-82.2% | $70,131-76.6% |
| Participation rate | 51.0% | 68.7%-17.7pp | 76.5%-25.5pp | 69.5%-18.5pp |
| Annual return | 5.97% | 530.12%-524.1pp | 176.28%-170.3pp | 73.14%-67.2pp |
| Employer contribution / active EE | $325 | $2,471-86.8% | $3,679-91.2% | $2,342-86.1% |
| Participant deferral / active EE | $1,303 | $2,854-54.4% | $3,897-66.6% | $3,332-60.9% |
| Admin fee / account holder | $4,025 | $3,840+4.8% | $5,194-22.5% | $4,645-13.4% |