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 | $11,508 | $82,630-86.1% | $64,105-82.0% | $125,391-90.8% |
| Participation rate | 15.4% | 75.9%-60.5pp | 68.2%-52.8pp | 83.2%-67.8pp |
| Annual return | -92.91% | 1489.72%-1582.6pp | 791.24%-884.1pp | 282.22%-375.1pp |
| Employer contribution / active EE | $695 | $2,671-74.0% | $1,820-61.8% | $4,866-85.7% |
| Participant deferral / active EE | $1,708 | $3,608-52.7% | $2,822-39.5% | $5,352-68.1% |
| Admin fee / account holder | $11,958 | $6,382+87.4% | $4,499+165.8% | $9,540+25.3% |