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 | $12,746 | $55,449-77.0% | $83,848-84.8% | $56,287-77.4% |
| Participation rate | 33.0% | 68.0%-35.0pp | 76.1%-43.1pp | 69.9%-36.8pp |
| Annual return | -9.93% | -1.38%-8.5pp | 850.88%-860.8pp | -9.96%0pp |
| Employer contribution / active EE | $930 | $2,430-61.8% | $3,631-74.4% | $2,111-56.0% |
| Participant deferral / active EE | $1,583 | $2,935-46.1% | $4,082-61.2% | $3,350-52.7% |
| Admin fee / account holder | $1,601 | $656+144.1% | $5,478-70.8% | $521+207.4% |