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 6-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 | $15,160 | $98,750-84.6% | $149,696-89.9% | $79,858-81.0% |
| Participation rate | 28.6% | 75.8%-47.2pp | 82.5%-53.9pp | 69.6%-41.1pp |
| Annual return | -30.03% | 27.43%-57.5pp | 276.60%-306.6pp | 31.71%-61.7pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,119 | $5,680-27.5% | $6,842-39.8% | $3,740+10.1% |
| Admin fee / account holder | $2,658 | $6,053-56.1% | $9,309-71.5% | $5,306-49.9% |