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 | $7,578 | $64,119-88.2% | $112,228-93.2% | $66,914-88.7% |
| Participation rate | 23.4% | 68.5%-45.0pp | 75.1%-51.6pp | 69.8%-46.4pp |
| Annual return | -18.63% | -13.81%-4.8pp | 27.45%-46.1pp | 1.58%-20.2pp |
| Employer contribution / active EE | $0 | $3,005-100.0% | $3,635-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $749 | $3,693-79.7% | $4,728-84.2% | $4,237-82.3% |
| Admin fee / account holder | $338 | $625-45.9% | $6,410-94.7% | $593-43.0% |