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 | $2,899 | $81,248-96.4% | $155,509-98.1% | $80,856-96.4% |
| Participation rate | 54.1% | 66.2%-12.2pp | 78.2%-24.1pp | 67.6%-13.6pp |
| Annual return | -0.61% | 33.31%-33.9pp | 64.67%-65.3pp | 35.59%-36.2pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $598 | $3,452-82.7% | $5,626-89.4% | $4,296-86.1% |
| Admin fee / account holder | $535 | $7,997-93.3% | $15,912-96.6% | $6,918-92.3% |