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 | $11,961 | $138,065-91.3% | $123,544-90.3% | $135,375-91.2% |
| Participation rate | 56.5% | 84.7%-28.2pp | 82.3%-25.8pp | 82.6%-26.1pp |
| Annual return | -26.66% | 153.68%-180.3pp | 119.20%-145.9pp | 519.73%-546.4pp |
| Employer contribution / active EE | $1,112 | $5,151-78.4% | $4,628-76.0% | $4,779-76.7% |
| Participant deferral / active EE | $5,583 | $6,799-17.9% | $6,426-13.1% | $5,609-0.5% |
| Admin fee / account holder | $6,701 | $10,916-38.6% | $9,284-27.8% | $10,827-38.1% |