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 3-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 | $26,708 | $101,317-73.6% | $146,958-81.8% | $74,495-64.1% |
| Participation rate | 23.4% | 75.5%-52.1pp | 82.2%-58.8pp | 67.2%-43.8pp |
| Annual return | 4.45% | 8730.91%-8726.5pp | 418.34%-413.9pp | 1364.94%-1360.5pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,878 | $7,303-74.3% | $8,070-76.7% | $4,346-56.8% |
| Admin fee / account holder | $3,940 | $1,739+126.6% | $12,998-69.7% | $1,942+102.9% |