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 10-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 | $10,704 | $144,119-92.6% | $117,854-90.9% | $147,584-92.7% |
| Participation rate | 58.3% | 83.4%-25.1pp | 79.7%-21.3pp | 82.8%-24.5pp |
| Annual return | -4.60% | 531.15%-535.8pp | 335.08%-339.7pp | 578.55%-583.2pp |
| Employer contribution / active EE | $1,380 | $4,896-71.8% | $3,786-63.5% | $4,876-71.7% |
| Participant deferral / active EE | $2,226 | $5,316-58.1% | $4,482-50.3% | $5,439-59.1% |
| Admin fee / account holder | $1,260 | $10,886-88.4% | $8,020-84.3% | $10,885-88.4% |