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 8-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 | $8,727 | $65,365-86.6% | $92,893-90.6% | $72,985-88.0% |
| Participation rate | 57.7% | 68.3%-10.6pp | 76.0%-18.3pp | 69.5%-11.8pp |
| Annual return | -29.64% | 42.10%-71.7pp | 109.41%-139.1pp | 81.00%-110.6pp |
| Employer contribution / active EE | $1,968 | $2,594-24.1% | $3,653-46.1% | $2,440-19.3% |
| Participant deferral / active EE | $2,892 | $3,128-7.6% | $4,236-31.7% | $3,607-19.8% |
| Admin fee / account holder | $2,320 | $4,251-45.4% | $5,794-60.0% | $5,124-54.7% |