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 | $5,572 | $44,850-87.6% | $60,547-90.8% | $59,632-90.7% |
| Participation rate | 56.8% | 59.5%-2.7pp | 68.0%-11.1pp | 68.7%-11.9pp |
| Annual return | -4.76% | 1074.14%-1078.9pp | 335.64%-340.4pp | 2041.28%-2046.0pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,959 | $2,230-12.1% | $3,328-41.1% | $3,192-38.6% |
| Admin fee / account holder | $1,062 | $3,635-70.8% | $4,536-76.6% | $4,297-75.3% |