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 7-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 | $7,218 | $61,774-88.3% | $97,226-92.6% | $80,856-91.1% |
| Participation rate | 18.8% | 63.5%-44.8pp | 72.7%-53.9pp | 67.6%-48.9pp |
| Annual return | 5.58% | -557.90%+563.5pp | 75.13%-69.6pp | 35.59%-30.0pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $491 | $3,029-83.8% | $4,264-88.5% | $4,296-88.6% |
| Admin fee / account holder | $323 | $5,166-93.8% | $5,654-94.3% | $6,918-95.3% |