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 | $23,871 | $180,449-86.8% | $154,107-84.5% | $135,375-82.4% |
| Participation rate | 43.5% | 87.4%-43.9pp | 83.0%-39.6pp | 82.6%-39.2pp |
| Annual return | -18.10% | 888.09%-906.2pp | 735.12%-753.2pp | 519.73%-537.8pp |
| Employer contribution / active EE | $1,498 | $6,035-75.2% | $5,298-71.7% | $4,779-68.7% |
| Participant deferral / active EE | $4,164 | $5,806-28.3% | $5,081-18.0% | $5,609-25.8% |
| Admin fee / account holder | $635 | $16,143-96.1% | $13,411-95.3% | $10,827-94.1% |