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 | $9,721 | $73,397-86.8% | $178,014-94.5% | $74,546-87.0% |
| Participation rate | 15.0% | 66.6%-51.6pp | 77.1%-62.1pp | 67.2%-52.2pp |
| Annual return | -7.52% | 17.49%-25.0pp | 294.80%-302.3pp | 1366.03%-1373.5pp |
| Employer contribution / active EE | $0 | $2,217-100.0% | $3,950-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,026 | $4,512-77.3% | $6,276-83.6% | $4,347-76.4% |
| Admin fee / account holder | $2,701 | $1,809+49.3% | $10,362-73.9% | $1,944+39.0% |