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 | $13,632 | $138,065-90.1% | $123,544-89.0% | $135,375-89.9% |
| Participation rate | 29.4% | 84.7%-55.3pp | 82.3%-52.9pp | 82.6%-53.2pp |
| Annual return | -12.61% | 153.68%-166.3pp | 119.20%-131.8pp | 519.73%-532.3pp |
| Employer contribution / active EE | $0 | $5,151-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,299 | $6,799-66.2% | $6,426-64.2% | $5,609-59.0% |
| Admin fee / account holder | $1,133 | $10,916-89.6% | $9,284-87.8% | $10,827-89.5% |