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 | $4,663 | $102,604-95.5% | $86,188-94.6% | $139,434-96.7% |
| Participation rate | 22.7% | 74.5%-51.8pp | 69.0%-46.2pp | 80.3%-57.6pp |
| Annual return | -41.99% | 1922.51%-1964.5pp | 1168.45%-1210.4pp | 372.94%-414.9pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $2,380-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $693 | $4,676-85.2% | $3,985-82.6% | $6,710-89.7% |
| Admin fee / account holder | $1,801 | $8,657-79.2% | $6,852-73.7% | $11,403-84.2% |