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 | $8,397 | $102,317-91.8% | $146,958-94.3% | $80,856-89.6% |
| Participation rate | 32.5% | 75.8%-43.3pp | 82.2%-49.7pp | 67.6%-35.1pp |
| Annual return | -28.66% | 134.76%-163.4pp | 418.34%-447.0pp | 35.59%-64.3pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,451 | $6,644-78.2% | $8,070-82.0% | $4,296-66.2% |
| Admin fee / account holder | $1,241 | $7,941-84.4% | $12,998-90.5% | $6,918-82.1% |