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 | $8,862 | $69,515-87.3% | $86,874-89.8% | $85,850-89.7% |
| Participation rate | 54.3% | 66.3%-12.0pp | 71.6%-17.3pp | 69.3%-15.0pp |
| Annual return | -1.44% | 20.12%-21.6pp | 63.52%-65.0pp | 318.53%-320.0pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,495-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,289 | $2,919+12.7% | $3,699-11.1% | $3,952-16.8% |
| Admin fee / account holder | $1,782 | $5,972-70.2% | $5,828-69.4% | $6,260-71.5% |