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 | $9,684 | $44,850-78.4% | $60,547-84.0% | $59,632-83.8% |
| Participation rate | 24.4% | 59.5%-35.1pp | 68.0%-43.5pp | 68.7%-44.3pp |
| Annual return | -8.09% | 1074.14%-1082.2pp | 335.64%-343.7pp | 2041.28%-2049.4pp |
| Employer contribution / active EE | $359 | $1,462-75.4% | $2,419-85.2% | $2,203-83.7% |
| Participant deferral / active EE | $570 | $2,230-74.4% | $3,328-82.9% | $3,192-82.1% |
| Admin fee / account holder | $684 | $3,635-81.2% | $4,536-84.9% | $4,297-84.1% |