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 5-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 | $9,611 | $73,004-86.8% | $90,749-89.4% | $68,494-86.0% |
| Participation rate | 49.2% | 70.8%-21.7pp | 75.7%-26.5pp | 67.9%-18.7pp |
| Annual return | -71.32% | -13.81%-57.5pp | -12.16%-59.2pp | -7.84%-63.5pp |
| Employer contribution / active EE | $1,054 | $2,193-51.9% | $2,921-63.9% | $2,596-59.4% |
| Participant deferral / active EE | $3,614 | $3,627-0.3% | $4,564-20.8% | $4,027-10.2% |
| Admin fee / account holder | $333 | $5,896-94.4% | $8,445-96.1% | $5,403-93.8% |