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 7-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 | $28,733 | $109,359-73.7% | $162,163-82.3% | $72,985-60.6% |
| Participation rate | 43.9% | 84.3%-40.4pp | 87.6%-43.7pp | 69.5%-25.6pp |
| Annual return | 14.42% | 25.46%-11.0pp | 115.59%-101.2pp | 81.00%-66.6pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,648 | $5,481-33.4% | $7,298-50.0% | $3,607+1.1% |
| Admin fee / account holder | $3,536 | $7,972-55.6% | $10,843-67.4% | $5,124-31.0% |