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.
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 | $12,892 | $63,442-79.7% | $68,791-81.3% | $66,914-80.7% |
| Participation rate | 34.7% | 60.0%-25.2pp | 69.0%-34.3pp | 69.8%-35.1pp |
| Annual return | -23.78% | -8.29%-15.5pp | -6.38%-17.4pp | 1.58%-25.4pp |
| Employer contribution / active EE | $975 | $1,775-45.1% | $2,655-63.3% | $2,544-61.7% |
| Participant deferral / active EE | $1,639 | $2,945-44.3% | $3,941-58.4% | $4,237-61.3% |
| Admin fee / account holder | $332 | $577-42.4% | $4,932-93.3% | $593-44.0% |