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 | $7,339 | $73,515-90.0% | $62,995-88.4% | $147,584-95.0% |
| Participation rate | 16.7% | 77.9%-61.2pp | 74.8%-58.1pp | 82.8%-66.2pp |
| Annual return | -2.19% | 175.43%-177.6pp | 87.57%-89.8pp | 578.55%-580.7pp |
| Employer contribution / active EE | $0 | $3,320-100.0% | $2,759-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $642 | $4,185-84.7% | $3,329-80.7% | $5,439-88.2% |
| Admin fee / account holder | $1,030 | $5,953-82.7% | $3,600-71.4% | $10,885-90.5% |