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 7-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 | $12,642 | $168,632-92.5% | $147,614-91.4% | $125,391-89.9% |
| Participation rate | 42.9% | 88.8%-45.9pp | 84.6%-41.8pp | 83.2%-40.3pp |
| Annual return | -4.39% | 77.65%-82.0pp | 61.98%-66.4pp | 282.22%-286.6pp |
| Employer contribution / active EE | $2,484 | $6,252-60.3% | $5,564-55.4% | $4,866-49.0% |
| Participant deferral / active EE | $3,755 | $5,507-31.8% | $4,895-23.3% | $5,352-29.8% |
| Admin fee / account holder | $1,579 | $13,580-88.4% | $11,611-86.4% | $9,540-83.5% |