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 | $8,487 | $60,124-85.9% | $90,404-90.6% | $79,858-89.4% |
| Participation rate | 27.2% | 65.0%-37.8pp | 72.7%-45.5pp | 69.6%-42.5pp |
| Annual return | 4.37% | 71.94%-67.6pp | 1293.02%-1288.6pp | 31.71%-27.3pp |
| Employer contribution / active EE | $381 | $2,068-81.6% | $3,262-88.3% | $2,471-84.6% |
| Participant deferral / active EE | $287 | $2,938-90.2% | $3,963-92.8% | $3,740-92.3% |
| Admin fee / account holder | $1,368 | $3,976-65.6% | $5,611-75.6% | $5,306-74.2% |