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 | $19,431 | $73,102-73.4% | $123,544-84.3% | $56,287-65.5% |
| Participation rate | 14.9% | 74.3%-59.4pp | 82.3%-67.4pp | 69.9%-54.9pp |
| Annual return | -8.90% | 3.01%-11.9pp | 119.20%-128.1pp | -9.96%+1.1pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,952 | $5,423-64.0% | $6,426-69.6% | $3,350-41.7% |
| Admin fee / account holder | $579 | $554+4.5% | $9,284-93.8% | $521+11.1% |