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 3-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 | $18,165 | $101,724-82.1% | $164,813-89.0% | $80,856-77.5% |
| Participation rate | 41.9% | 71.8%-29.9pp | 78.6%-36.7pp | 67.6%-25.7pp |
| Annual return | 3.56% | 16.72%-13.2pp | 69.93%-66.4pp | 35.59%-32.0pp |
| Employer contribution / active EE | $541 | $2,953-81.7% | $4,341-87.5% | $2,755-80.4% |
| Participant deferral / active EE | $3,744 | $4,477-16.4% | $6,031-37.9% | $4,296-12.8% |
| Admin fee / account holder | $3,798 | $8,227-53.8% | $12,690-70.1% | $6,918-45.1% |