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 10-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 | $11,896 | $82,032-85.5% | $123,104-90.3% | $59,632-80.1% |
| Participation rate | 53.7% | 83.2%-29.5pp | 86.8%-33.0pp | 68.7%-14.9pp |
| Annual return | -5.04% | 5.12%-10.2pp | 13.22%-18.3pp | 2041.28%-2046.3pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,610 | $4,667-1.2% | $6,230-26.0% | $3,192+44.4% |
| Admin fee / account holder | $810 | $5,881-86.2% | $9,015-91.0% | $4,297-81.1% |