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 | $11,748 | $178,174-93.4% | $156,181-92.5% | $137,256-91.4% |
| Participation rate | 35.3% | 82.0%-46.7pp | 78.8%-43.5pp | 80.0%-44.7pp |
| Annual return | -31.71% | 84.19%-115.9pp | 64.87%-96.6pp | 220.34%-252.0pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,269 | $6,888-38.0% | $6,132-30.4% | $6,407-33.4% |
| Admin fee / account holder | $2,665 | $17,404-84.7% | $14,586-81.7% | $12,270-78.3% |