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 | $9,047 | $138,044-93.4% | $125,339-92.8% | $134,475-93.3% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -21.21% | 750.33%-771.5pp | 572.05%-593.3pp | 417.96%-439.2pp |
| Employer contribution / active EE | $839 | $5,243-84.0% | $4,814-82.6% | $4,740-82.3% |
| Participant deferral / active EE | $2,740 | $7,799-64.9% | $7,446-63.2% | $6,400-57.2% |
| Admin fee / account holder | $1,349 | $11,571-88.3% | $10,010-86.5% | $11,426-88.2% |