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 | $693 | $63,703-98.9% | $93,063-99.3% | $82,448-99.2% |
| Participation rate | 36.8% | 63.8%-27.1pp | 72.1%-35.3pp | 68.1%-31.3pp |
| Annual return | 10.39% | -775.43%+785.8pp | 34.15%-23.8pp | 41.64%-31.2pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $315 | $2,919-89.2% | $3,958-92.0% | $4,139-92.4% |
| Admin fee / account holder | $390 | $5,982-93.5% | $6,033-93.5% | $7,234-94.6% |