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 | $10,536 | $39,122-73.1% | $57,179-81.6% | $62,891-83.2% |
| Participation rate | 39.4% | 70.5%-31.1pp | 75.3%-35.9pp | 69.3%-29.9pp |
| Annual return | -10.13% | 9.23%-19.4pp | 14.59%-24.7pp | 20.14%-30.3pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $919 | $2,374-61.3% | $3,096-70.3% | $3,203-71.3% |
| Admin fee / account holder | $1,941 | $2,592-25.1% | $3,139-38.2% | $4,296-54.8% |