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 | $16,791 | $138,065-87.8% | $123,544-86.4% | $135,375-87.6% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -13.77% | 153.68%-167.5pp | 119.20%-133.0pp | 519.73%-533.5pp |
| Employer contribution / active EE | $2,573 | $5,151-50.0% | $4,628-44.4% | $4,779-46.2% |
| Participant deferral / active EE | $7,402 | $6,799+8.9% | $6,426+15.2% | $5,609+32.0% |
| Admin fee / account holder | $971 | $10,916-91.1% | $9,284-89.5% | $10,827-91.0% |