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.
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 | $11,809 | $79,523-85.2% | $140,016-91.6% | $56,287-79.0% |
| Participation rate | 29.2% | 85.7%-56.5pp | 87.5%-58.3pp | 69.9%-40.6pp |
| Annual return | -22.06% | 2.39%-24.5pp | 651.12%-673.2pp | -9.96%-12.1pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,606-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,784 | $5,129-65.2% | $6,927-74.2% | $3,350-46.7% |
| Admin fee / account holder | $3,092 | $614+403.3% | $10,705-71.1% | $521+493.5% |