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 10-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 | $2,149 | $52,519-95.9% | $155,790-98.6% | $59,632-96.4% |
| Participation rate | 35.6% | 61.7%-26.2pp | 76.1%-40.5pp | 68.7%-33.1pp |
| Annual return | -27.60% | 53.51%-81.1pp | 71.54%-99.1pp | 2041.28%-2068.9pp |
| Employer contribution / active EE | $592 | $1,589-62.7% | $3,836-84.6% | $2,203-73.1% |
| Participant deferral / active EE | $783 | $3,084-74.6% | $4,797-83.7% | $3,192-75.5% |
| Admin fee / account holder | $327 | $3,540-90.8% | $7,478-95.6% | $4,297-92.4% |