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 5-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 | $5,578 | $54,229-89.7% | $70,092-92.0% | $68,494-91.9% |
| Participation rate | 29.8% | 64.5%-34.7pp | 70.5%-40.7pp | 67.9%-38.1pp |
| Annual return | -22.06% | -13.87%-8.2pp | 190.73%-212.8pp | -7.84%-14.2pp |
| Employer contribution / active EE | $427 | $2,018-78.8% | $2,559-83.3% | $2,596-83.5% |
| Participant deferral / active EE | $520 | $2,956-82.4% | $3,849-86.5% | $4,027-87.1% |
| Admin fee / account holder | $336 | $4,694-92.8% | $6,267-94.6% | $5,403-93.8% |