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 | $10,803 | $101,317-89.3% | $146,958-92.6% | $74,495-85.5% |
| Participation rate | 12.5% | 75.5%-63.0pp | 82.2%-69.7pp | 67.2%-54.7pp |
| Annual return | -9.28% | 8730.91%-8740.2pp | 418.34%-427.6pp | 1364.94%-1374.2pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $713 | $7,303-90.2% | $8,070-91.2% | $4,346-83.6% |
| Admin fee / account holder | $1,505 | $1,739-13.4% | $12,998-88.4% | $1,942-22.5% |