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 | $19,653 | $138,065-85.8% | $123,544-84.1% | $135,375-85.5% |
| Participation rate | 61.1% | 84.7%-23.6pp | 82.3%-21.2pp | 82.6%-21.5pp |
| Annual return | -16.28% | 153.68%-170.0pp | 119.20%-135.5pp | 519.73%-536.0pp |
| Employer contribution / active EE | $2,084 | $5,151-59.5% | $4,628-55.0% | $4,779-56.4% |
| Participant deferral / active EE | $4,239 | $6,799-37.7% | $6,426-34.0% | $5,609-24.4% |
| Admin fee / account holder | $2,234 | $10,916-79.5% | $9,284-75.9% | $10,827-79.4% |