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 9-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 | $8,369 | $44,103-81.0% | $75,826-89.0% | $64,186-87.0% |
| Participation rate | 45.1% | 62.7%-17.6pp | 68.2%-23.1pp | 69.6%-24.5pp |
| Annual return | -14.66% | -4.72%-9.9pp | 1914.15%-1928.8pp | 7.63%-22.3pp |
| Employer contribution / active EE | $0 | $1,446-100.0% | $1,913-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,659 | $2,204-24.7% | $2,862-42.1% | $3,470-52.2% |
| Admin fee / account holder | $908 | $3,506-74.1% | $4,726-80.8% | $4,888-81.4% |