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 | $5,811 | $72,177-91.9% | $115,037-94.9% | $59,632-90.3% |
| Participation rate | 42.1% | 72.6%-30.4pp | 81.4%-39.3pp | 68.7%-26.6pp |
| Annual return | -14.79% | 12.02%-26.8pp | 26.14%-40.9pp | 2041.28%-2056.1pp |
| Employer contribution / active EE | $881 | $2,841-69.0% | $4,608-80.9% | $2,203-60.0% |
| Participant deferral / active EE | $1,087 | $4,783-77.3% | $6,026-82.0% | $3,192-66.0% |
| Admin fee / account holder | $711 | $4,927-85.6% | $8,175-91.3% | $4,297-83.4% |