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 | $19,648 | $77,813-74.7% | $123,544-84.1% | $64,186-69.4% |
| Participation rate | 52.6% | 74.7%-22.1pp | 82.3%-29.7pp | 69.6%-16.9pp |
| Annual return | -12.13% | 12.48%-24.6pp | 119.20%-131.3pp | 7.63%-19.8pp |
| Employer contribution / active EE | $573 | $3,014-81.0% | $4,628-87.6% | $2,381-76.0% |
| Participant deferral / active EE | $2,315 | $5,240-55.8% | $6,426-64.0% | $3,470-33.3% |
| Admin fee / account holder | $459 | $5,519-91.7% | $9,284-95.1% | $4,888-90.6% |