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 7-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 | $14,347 | $81,900-82.5% | $119,609-88.0% | $68,494-79.1% |
| Participation rate | 47.4% | 71.9%-24.5pp | 79.3%-31.9pp | 67.9%-20.5pp |
| Annual return | -22.70% | -23.82%+1.1pp | -14.97%-7.7pp | -7.84%-14.9pp |
| Employer contribution / active EE | $1,718 | $2,693-36.2% | $4,232-59.4% | $2,596-33.8% |
| Participant deferral / active EE | $3,253 | $4,148-21.6% | $5,602-41.9% | $4,027-19.2% |
| Admin fee / account holder | $2,370 | $6,582-64.0% | $10,323-77.0% | $5,403-56.1% |