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 | $8,889 | $95,193-90.7% | $76,523-88.4% | $135,375-93.4% |
| Participation rate | 36.4% | 74.4%-38.0pp | 68.0%-31.6pp | 82.6%-46.3pp |
| Annual return | -18.60% | 4.85%-23.5pp | -0.27%-18.3pp | 519.73%-538.3pp |
| Employer contribution / active EE | $34 | $3,302-99.0% | $2,647-98.7% | $4,779-99.3% |
| Participant deferral / active EE | $4,418 | $4,639-4.8% | $3,835+15.2% | $5,609-21.2% |
| Admin fee / account holder | $344 | $6,249-94.5% | $4,848-92.9% | $10,827-96.8% |