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 | $6,615 | $59,332-88.9% | $90,223-92.7% | $59,632-88.9% |
| Participation rate | 15.4% | 71.9%-56.5pp | 79.0%-63.7pp | 68.7%-53.3pp |
| Annual return | -3.16% | 3.25%-6.4pp | 1.31%-4.5pp | 2041.28%-2044.4pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $4,378-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,118 | $4,369-74.4% | $5,792-80.7% | $3,192-65.0% |
| Admin fee / account holder | $2,737 | $5,032-45.6% | $7,406-63.0% | $4,297-36.3% |