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 10-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.
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 | $20,673 | $56,199-63.2% | $67,652-69.4% | $59,632-65.3% |
| Participation rate | 63.0% | 71.5%-8.5pp | 75.7%-12.7pp | 68.7%-5.7pp |
| Annual return | -2.69% | 18505.31%-18508.0pp | 6625.04%-6627.7pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $1,681 | $1,614+4.1% | $2,266-25.8% | $2,203-23.7% |
| Participant deferral / active EE | $1,713 | $2,844-39.7% | $3,560-51.9% | $3,192-46.3% |
| Admin fee / account holder | $4,775 | $3,958+20.6% | $4,821-1.0% | $4,297+11.1% |