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 | $4,360 | $40,385-89.2% | $80,569-94.6% | $74,419-94.1% |
| Participation rate | 1.0% | 47.4%-46.4pp | 67.0%-66.0pp | 70.7%-69.8pp |
| Annual return | -34.81% | 164.85%-199.7pp | 935.43%-970.2pp | 34.38%-69.2pp |
| Employer contribution / active EE | $0 | $1,496-100.0% | $2,723-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $38 | $2,674-98.6% | $4,447-99.2% | $4,528-99.2% |
| Admin fee / account holder | $2,584 | $720+259.0% | $5,377-51.9% | $348+643.0% |