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 3-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 | $5,808 | $99,918-94.2% | $81,382-92.9% | $145,922-96.0% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | -1.47% | 34.32%-35.8pp | 24.73%-26.2pp | 561.29%-562.8pp |
| Employer contribution / active EE | $791 | $2,978-73.4% | $2,463-67.9% | $4,660-83.0% |
| Participant deferral / active EE | $2,196 | $4,605-52.3% | $3,883-43.4% | $6,688-67.2% |
| Admin fee / account holder | $376 | $8,212-95.4% | $5,768-93.5% | $13,397-97.2% |