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 4-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 | $10,578 | $53,236-80.1% | $86,233-87.7% | $103,975-89.8% |
| Participation rate | 1.3% | 34.4%-33.0pp | 69.0%-67.7pp | 72.5%-71.2pp |
| Annual return | 8.11% | 16.04%-7.9pp | 61.39%-53.3pp | 19.41%-11.3pp |
| Employer contribution / active EE | $0 | $1,362-100.0% | $2,504-100.0% | $3,722-100.0% |
| Participant deferral / active EE | $52 | $2,309-97.7% | $4,559-98.8% | $5,343-99.0% |
| Admin fee / account holder | $2,481 | $2,172+14.2% | $8,342-70.3% | $332+646.4% |