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 | $10,641 | $54,229-80.4% | $70,092-84.8% | $68,494-84.5% |
| Participation rate | 16.7% | 64.5%-47.8pp | 70.5%-53.8pp | 67.9%-51.2pp |
| Annual return | -54.96% | -13.87%-41.1pp | 190.73%-245.7pp | -7.84%-47.1pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,218 | $2,956-58.8% | $3,849-68.4% | $4,027-69.8% |
| Admin fee / account holder | $2,825 | $4,694-39.8% | $6,267-54.9% | $5,403-47.7% |