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 | $11,320 | $98,750-88.5% | $149,696-92.4% | $79,858-85.8% |
| Participation rate | 12.0% | 75.8%-63.8pp | 82.5%-70.5pp | 69.6%-57.6pp |
| Annual return | -28.74% | 27.43%-56.2pp | 276.60%-305.3pp | 31.71%-60.5pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,347 | $5,680-76.3% | $6,842-80.3% | $3,740-64.0% |
| Admin fee / account holder | $2,591 | $6,053-57.2% | $9,309-72.2% | $5,306-51.2% |