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.
Participant 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 | $1,133 | $53,165-97.9% | $86,188-98.7% | $74,419-98.5% |
| Participation rate | 5.0% | 64.9%-59.8pp | 69.0%-63.9pp | 70.7%-65.7pp |
| Annual return | -41.23% | 22.64%-63.9pp | 1168.45%-1209.7pp | 34.38%-75.6pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,380-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $96 | $3,234-97.0% | $3,985-97.6% | $4,528-97.9% |
| Admin fee / account holder | $551 | $5510% | $6,852-92.0% | $348+58.4% |