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 9-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 | $16,695 | $77,813-78.5% | $123,544-86.5% | $64,186-74.0% |
| Participation rate | 37.5% | 74.7%-37.2pp | 82.3%-44.8pp | 69.6%-32.1pp |
| Annual return | -16.80% | 12.48%-29.3pp | 119.20%-136.0pp | 7.63%-24.4pp |
| Employer contribution / active EE | $1,451 | $3,014-51.9% | $4,628-68.6% | $2,381-39.1% |
| Participant deferral / active EE | $4,368 | $5,240-16.6% | $6,426-32.0% | $3,470+25.9% |
| Admin fee / account holder | $1,270 | $5,519-77.0% | $9,284-86.3% | $4,888-74.0% |