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.
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 | $11,965 | $85,202-86.0% | $172,739-93.1% | $72,985-83.6% |
| Participation rate | 14.7% | 70.1%-55.4pp | 82.6%-67.9pp | 69.5%-54.8pp |
| Annual return | -2.86% | 27.32%-30.2pp | 802.84%-805.7pp | 81.00%-83.9pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $419 | $3,260-87.2% | $5,198-91.9% | $3,607-88.4% |
| Admin fee / account holder | $1,994 | $5,884-66.1% | $13,954-85.7% | $5,124-61.1% |