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 | $24,914 | $135,635-81.6% | $110,238-77.4% | $135,375-81.6% |
| Participation rate | 31.3% | 83.5%-52.2pp | 79.8%-48.6pp | 82.6%-51.4pp |
| Annual return | -17.91% | 513.19%-531.1pp | 314.74%-332.6pp | 519.73%-537.6pp |
| Employer contribution / active EE | $1,587 | $4,906-67.6% | $3,826-58.5% | $4,779-66.8% |
| Participant deferral / active EE | $2,546 | $5,506-53.8% | $4,672-45.5% | $5,609-54.6% |
| Admin fee / account holder | $307 | $11,457-97.3% | $8,547-96.4% | $10,827-97.2% |