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 9-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 | $13,231 | $95,416-86.1% | $185,823-92.9% | $85,850-84.6% |
| Participation rate | 62.7% | 68.8%-6.0pp | 81.7%-19.0pp | 69.3%-6.6pp |
| Annual return | 9.87% | 23.59%-13.7pp | 122.05%-112.2pp | 318.53%-308.7pp |
| Employer contribution / active EE | $95 | $3,314-97.1% | $5,167-98.2% | $2,565-96.3% |
| Participant deferral / active EE | $1,852 | $3,423-45.9% | $5,568-66.7% | $3,952-53.1% |
| Admin fee / account holder | $536 | $7,213-92.6% | $16,237-96.7% | $6,260-91.4% |