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 | $21,372 | $94,529-77.4% | $140,016-84.7% | $64,186-66.7% |
| Participation rate | 55.3% | 84.1%-28.8pp | 87.5%-32.2pp | 69.6%-14.3pp |
| Annual return | -12.97% | 7.77%-20.7pp | 651.12%-664.1pp | 7.63%-20.6pp |
| Employer contribution / active EE | $1,873 | $3,812-50.9% | $5,606-66.6% | $2,381-21.3% |
| Participant deferral / active EE | $4,035 | $5,250-23.1% | $6,927-41.8% | $3,470+16.3% |
| Admin fee / account holder | $966 | $6,741-85.7% | $10,705-91.0% | $4,888-80.2% |