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 | $12,034 | $65,703-81.7% | $94,224-87.2% | $59,632-79.8% |
| Participation rate | 63.7% | 72.1%-8.4pp | 78.8%-15.0pp | 68.7%-4.9pp |
| Annual return | -3.04% | 5.22%-8.3pp | 10.68%-13.7pp | 2041.28%-2044.3pp |
| Employer contribution / active EE | $183 | $2,021-91.0% | $3,587-94.9% | $2,203-91.7% |
| Participant deferral / active EE | $1,660 | $3,143-47.2% | $4,320-61.6% | $3,192-48.0% |
| Admin fee / account holder | $516 | $4,264-87.9% | $6,269-91.8% | $4,297-88.0% |