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 | $13,015 | $73,004-82.2% | $90,749-85.7% | $68,494-81.0% |
| Participation rate | 52.9% | 70.8%-17.9pp | 75.7%-22.8pp | 67.9%-14.9pp |
| Annual return | -22.57% | -13.81%-8.8pp | -12.16%-10.4pp | -7.84%-14.7pp |
| Employer contribution / active EE | $2,040 | $2,193-7.0% | $2,921-30.2% | $2,596-21.4% |
| Participant deferral / active EE | $2,397 | $3,627-33.9% | $4,564-47.5% | $4,027-40.5% |
| Admin fee / account holder | $1,924 | $5,896-67.4% | $8,445-77.2% | $5,403-64.4% |