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 | $7,518 | $54,350-86.2% | $82,719-90.9% | $68,494-89.0% |
| Participation rate | 56.3% | 63.9%-7.7pp | 72.6%-16.3pp | 67.9%-11.6pp |
| Annual return | -22.82% | -13.67%-9.1pp | 701.18%-724.0pp | -7.84%-15.0pp |
| Employer contribution / active EE | $558 | $2,218-74.8% | $3,009-81.5% | $2,596-78.5% |
| Participant deferral / active EE | $1,648 | $3,246-49.2% | $4,395-62.5% | $4,027-59.1% |
| Admin fee / account holder | $833 | $4,395-81.0% | $5,329-84.4% | $5,403-84.6% |