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 4-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 | $21,787 | $84,487-74.2% | $125,339-82.6% | $66,914-67.4% |
| Participation rate | 56.6% | 76.4%-19.8pp | 82.4%-25.8pp | 69.8%-13.2pp |
| Annual return | -18.90% | -8.39%-10.5pp | 572.05%-591.0pp | 1.58%-20.5pp |
| Employer contribution / active EE | $1,547 | $3,553-56.5% | $4,814-67.9% | $2,544-39.2% |
| Participant deferral / active EE | $3,348 | $6,781-50.6% | $7,446-55.0% | $4,237-21.0% |
| Admin fee / account holder | $2,384 | $685+248.0% | $10,010-76.2% | $593+301.9% |