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 5-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 | $6,829 | $81,900-91.7% | $119,609-94.3% | $68,494-90.0% |
| Participation rate | 43.3% | 71.9%-28.6pp | 79.3%-35.9pp | 67.9%-24.6pp |
| Annual return | -24.64% | -23.82%-0.8pp | -14.97%-9.7pp | -7.84%-16.8pp |
| Employer contribution / active EE | $1,208 | $2,693-55.2% | $4,232-71.5% | $2,596-53.5% |
| Participant deferral / active EE | $2,003 | $4,148-51.7% | $5,602-64.2% | $4,027-50.3% |
| Admin fee / account holder | $502 | $6,582-92.4% | $10,323-95.1% | $5,403-90.7% |