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 | $6,363 | $76,000-91.6% | $154,107-95.9% | $64,186-90.1% |
| Participation rate | 54.2% | 70.4%-16.2pp | 83.0%-28.9pp | 69.6%-15.4pp |
| Annual return | -38.20% | 30.32%-68.5pp | 735.12%-773.3pp | 7.63%-45.8pp |
| Employer contribution / active EE | $416 | $3,351-87.6% | $5,298-92.1% | $2,381-82.5% |
| Participant deferral / active EE | $2,573 | $3,175-18.9% | $5,081-49.3% | $3,470-25.8% |
| Admin fee / account holder | $572 | $5,596-89.8% | $13,411-95.7% | $4,888-88.3% |