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 | $10,790 | $49,280-78.1% | $67,313-84.0% | $64,186-83.2% |
| Participation rate | 55.2% | 60.8%-5.6pp | 69.1%-13.9pp | 69.6%-14.4pp |
| Annual return | -11.28% | -1.39%-9.9pp | -4.08%-7.2pp | 7.63%-18.9pp |
| Employer contribution / active EE | $1,104 | $1,668-33.8% | $2,566-57.0% | $2,381-53.6% |
| Participant deferral / active EE | $1,914 | $2,484-22.9% | $3,568-46.4% | $3,470-44.8% |
| Admin fee / account holder | $867 | $3,863-77.6% | $4,507-80.8% | $4,888-82.3% |