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 | $8,436 | $63,346-86.7% | $92,233-90.9% | $70,131-88.0% |
| Participation rate | 16.7% | 68.7%-52.0pp | 76.5%-59.8pp | 69.5%-52.9pp |
| Annual return | -47.36% | 530.12%-577.5pp | 176.28%-223.6pp | 73.14%-120.5pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,173 | $2,854-58.9% | $3,897-69.9% | $3,332-64.8% |
| Admin fee / account holder | $2,121 | $3,840-44.8% | $5,194-59.2% | $4,645-54.3% |