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 | $13,490 | $57,354-76.5% | $83,848-83.9% | $64,186-79.0% |
| Participation rate | 35.3% | 68.6%-33.3pp | 76.1%-40.9pp | 69.6%-34.3pp |
| Annual return | -9.89% | 11.38%-21.3pp | 850.88%-860.8pp | 7.63%-17.5pp |
| Employer contribution / active EE | $999 | $2,545-60.8% | $3,631-72.5% | $2,381-58.1% |
| Participant deferral / active EE | $1,321 | $2,993-55.9% | $4,082-67.6% | $3,470-61.9% |
| Admin fee / account holder | $473 | $4,046-88.3% | $5,478-91.4% | $4,888-90.3% |