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 8-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 | $11,961 | $56,357-78.8% | $104,294-88.5% | $68,494-82.5% |
| Participation rate | 48.0% | 63.3%-15.3pp | 73.3%-25.3pp | 67.9%-19.9pp |
| Annual return | -21.35% | -9.19%-12.2pp | 24.61%-46.0pp | -7.84%-13.5pp |
| Employer contribution / active EE | $1,555 | $1,960-20.7% | $3,372-53.9% | $2,596-40.1% |
| Participant deferral / active EE | $3,169 | $3,077+3.0% | $4,625-31.5% | $4,027-21.3% |
| Admin fee / account holder | $1,658 | $4,903-66.2% | $7,339-77.4% | $5,403-69.3% |