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 | $6,065 | $76,000-92.0% | $154,107-96.1% | $64,186-90.6% |
| Participation rate | 65.6% | 70.4%-4.8pp | 83.0%-17.4pp | 69.6%-3.9pp |
| Annual return | -22.02% | 30.32%-52.3pp | 735.12%-757.1pp | 7.63%-29.7pp |
| Employer contribution / active EE | $1,570 | $3,351-53.1% | $5,298-70.4% | $2,381-34.0% |
| Participant deferral / active EE | $3,104 | $3,175-2.3% | $5,081-38.9% | $3,470-10.5% |
| Admin fee / account holder | $547 | $5,596-90.2% | $13,411-95.9% | $4,888-88.8% |