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 8-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 | $8,088 | $51,355-84.3% | $90,951-91.1% | - |
| Participation rate | 17.2% | 56.3%-39.2pp | 69.0%-51.8pp | - |
| Annual return | 4.89% | 22.61%-17.7pp | 134.60%-129.7pp | - |
| Employer contribution / active EE | $0 | $901-100.0% | $2,122-100.0% | - |
| Participant deferral / active EE | $1,162 | $2,212-47.5% | $3,373-65.6% | - |
| Admin fee / account holder | $2,387 | $7,937-69.9% | $5,959-59.9% | - |