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 | $6,326 | $190,805-96.7% | $159,960-96.0% | $134,475-95.3% |
| Participation rate | 53.3% | 81.9%-28.6pp | 78.0%-24.6pp | 81.2%-27.9pp |
| Annual return | -23.19% | 552.23%-575.4pp | 408.60%-431.8pp | 417.96%-441.2pp |
| Employer contribution / active EE | $741 | $4,995-85.2% | $4,226-82.5% | $4,740-84.4% |
| Participant deferral / active EE | $1,139 | $6,923-83.5% | $6,182-81.6% | $6,400-82.2% |
| Admin fee / account holder | $379 | $10,471-96.4% | $8,698-95.6% | $11,426-96.7% |