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 | $8,000 | $54,350-85.3% | $82,719-90.3% | $68,494-88.3% |
| Participation rate | 41.7% | 63.9%-22.3pp | 72.6%-30.9pp | 67.9%-26.2pp |
| Annual return | -33.84% | -13.67%-20.2pp | 701.18%-735.0pp | -7.84%-26.0pp |
| Employer contribution / active EE | $289 | $2,218-87.0% | $3,009-90.4% | $2,596-88.9% |
| Participant deferral / active EE | $782 | $3,246-75.9% | $4,395-82.2% | $4,027-80.6% |
| Admin fee / account holder | $2,731 | $4,395-37.9% | $5,329-48.8% | $5,403-49.5% |