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 | $20,250 | $73,004-72.3% | $90,749-77.7% | $68,494-70.4% |
| Participation rate | 59.3% | 70.8%-11.6pp | 75.7%-16.4pp | 67.9%-8.6pp |
| Annual return | -19.84% | -13.81%-6.0pp | -12.16%-7.7pp | -7.84%-12.0pp |
| Employer contribution / active EE | $1,462 | $2,193-33.3% | $2,921-49.9% | $2,596-43.7% |
| Participant deferral / active EE | $3,351 | $3,627-7.6% | $4,564-26.6% | $4,027-16.8% |
| Admin fee / account holder | $313 | $5,896-94.7% | $8,445-96.3% | $5,403-94.2% |