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 | $13,957 | $72,388-80.7% | $111,392-87.5% | $64,186-78.3% |
| Participation rate | 68.9% | 70.5%-1.6pp | 78.9%-10.0pp | 69.6%-0.7pp |
| Annual return | -9.89% | -1.50%-8.4pp | -2.06%-7.8pp | 7.63%-17.5pp |
| Employer contribution / active EE | $1,209 | $3,000-59.7% | $4,328-72.1% | $2,381-49.2% |
| Participant deferral / active EE | $3,651 | $4,241-13.9% | $5,567-34.4% | $3,470+5.2% |
| Admin fee / account holder | $925 | $5,719-83.8% | $12,266-92.5% | $4,888-81.1% |