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 7-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 | $12,286 | $76,912-84.0% | $129,110-90.5% | $68,494-82.1% |
| Participation rate | 54.0% | 69.1%-15.1pp | 77.3%-23.3pp | 67.9%-13.9pp |
| Annual return | -20.34% | -9.78%-10.6pp | -10.94%-9.4pp | -7.84%-12.5pp |
| Employer contribution / active EE | $1,257 | $3,243-61.2% | $5,052-75.1% | $2,596-51.6% |
| Participant deferral / active EE | $2,624 | $4,732-44.5% | $6,542-59.9% | $4,027-34.8% |
| Admin fee / account holder | $1,219 | $6,638-81.6% | $14,302-91.5% | $5,403-77.4% |