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 | $14,524 | $138,044-89.5% | $125,339-88.4% | $134,475-89.2% |
| Participation rate | 63.6% | 84.5%-20.8pp | 82.4%-18.7pp | 81.2%-17.6pp |
| Annual return | -22.11% | 750.33%-772.4pp | 572.05%-594.2pp | 417.96%-440.1pp |
| Employer contribution / active EE | $1,921 | $5,243-63.4% | $4,814-60.1% | $4,740-59.5% |
| Participant deferral / active EE | $2,739 | $7,799-64.9% | $7,446-63.2% | $6,400-57.2% |
| Admin fee / account holder | $341 | $11,571-97.0% | $10,010-96.6% | $11,426-97.0% |