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 7-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 | $4,249 | $99,957-95.7% | $149,696-97.2% | $73,488-94.2% |
| Participation rate | 21.5% | 75.7%-54.2pp | 82.5%-61.0pp | 70.7%-49.2pp |
| Annual return | -9.28% | 53.87%-63.1pp | 276.60%-285.9pp | 28.51%-37.8pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $725 | $6,073-88.1% | $6,842-89.4% | $3,740-80.6% |
| Admin fee / account holder | $747 | $551+35.7% | $9,309-92.0% | $513+45.6% |