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 5-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 | $9,603 | $81,900-88.3% | $119,609-92.0% | $68,494-86.0% |
| Participation rate | 66.7% | 71.9%-5.2pp | 79.3%-12.6pp | 67.9%-1.2pp |
| Annual return | -20.41% | -23.82%+3.4pp | -14.97%-5.4pp | -7.84%-12.6pp |
| Employer contribution / active EE | $1,634 | $2,693-39.3% | $4,232-61.4% | $2,596-37.1% |
| Participant deferral / active EE | $2,615 | $4,148-36.9% | $5,602-53.3% | $4,027-35.1% |
| Admin fee / account holder | $622 | $6,582-90.5% | $10,323-94.0% | $5,403-88.5% |