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 4-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 | $4,681 | $51,175-90.9% | $70,515-93.4% | $75,163-93.8% |
| Participation rate | 30.4% | 60.9%-30.5pp | 68.3%-37.9pp | 67.2%-36.8pp |
| Annual return | -26.02% | 30.02%-56.0pp | 32.77%-58.8pp | 160.62%-186.6pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $691 | $2,849-75.7% | $4,567-84.9% | $4,125-83.2% |
| Admin fee / account holder | $1,465 | $4,091-64.2% | $6,412-77.1% | $5,651-74.1% |