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 6-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 | $7,017 | $73,867-90.5% | $143,757-95.1% | $68,494-89.8% |
| Participation rate | 34.4% | 66.7%-32.3pp | 80.3%-45.9pp | 67.9%-33.5pp |
| Annual return | -29.93% | 1.01%-30.9pp | -0.04%-29.9pp | -7.84%-22.1pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,528 | $3,384-54.9% | $5,637-72.9% | $4,027-62.1% |
| Admin fee / account holder | $636 | $5,755-88.9% | $14,673-95.7% | $5,403-88.2% |