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 9-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 | $12,369 | $77,813-84.1% | $123,544-90.0% | $64,186-80.7% |
| Participation rate | 56.6% | 74.7%-18.1pp | 82.3%-25.7pp | 69.6%-13.0pp |
| Annual return | -18.31% | 12.48%-30.8pp | 119.20%-137.5pp | 7.63%-25.9pp |
| Employer contribution / active EE | $1,920 | $3,014-36.3% | $4,628-58.5% | $2,381-19.4% |
| Participant deferral / active EE | $3,197 | $5,240-39.0% | $6,426-50.3% | $3,470-7.9% |
| Admin fee / account holder | $1,028 | $5,519-81.4% | $9,284-88.9% | $4,888-79.0% |