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 | $10,444 | $55,449-81.2% | $83,848-87.5% | $56,287-81.4% |
| Participation rate | 20.6% | 68.0%-47.4pp | 76.1%-55.6pp | 69.9%-49.3pp |
| Annual return | -60.02% | -1.38%-58.6pp | 850.88%-910.9pp | -9.96%-50.1pp |
| Employer contribution / active EE | $845 | $2,430-65.2% | $3,631-76.7% | $2,111-60.0% |
| Participant deferral / active EE | $1,325 | $2,935-54.9% | $4,082-67.5% | $3,350-60.4% |
| Admin fee / account holder | $374 | $656-43.0% | $5,478-93.2% | $521-28.2% |