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 | $12,165 | $82,664-85.3% | $125,339-90.3% | $68,494-82.2% |
| Participation rate | 23.1% | 75.0%-52.0pp | 82.4%-59.3pp | 67.9%-44.8pp |
| Annual return | -54.13% | -5.97%-48.2pp | 572.05%-626.2pp | -7.84%-46.3pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,270 | $6,110-62.9% | $7,446-69.5% | $4,027-43.6% |
| Admin fee / account holder | $1,812 | $6,275-71.1% | $10,010-81.9% | $5,403-66.5% |