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 5-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 | $9,525 | $133,958-92.9% | $112,228-91.5% | $134,475-92.9% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -22.03% | 47.11%-69.1pp | 27.45%-49.5pp | 417.96%-440.0pp |
| Employer contribution / active EE | $1,350 | $4,038-66.6% | $3,635-62.9% | $4,740-71.5% |
| Participant deferral / active EE | $2,877 | $5,291-45.6% | $4,728-39.1% | $6,400-55.0% |
| Admin fee / account holder | $918 | $7,489-87.7% | $6,410-85.7% | $11,426-92.0% |