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 4-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 | $25,991 | $87,013-70.1% | $106,213-75.5% | $80,856-67.9% |
| Participation rate | 15.6% | 70.4%-54.8pp | 75.3%-59.7pp | 67.6%-52.0pp |
| Annual return | -55.42% | 17.05%-72.5pp | 116.14%-171.6pp | 35.59%-91.0pp |
| Employer contribution / active EE | $860 | $2,395-64.1% | $3,171-72.9% | $2,755-68.8% |
| Participant deferral / active EE | $2,233 | $3,986-44.0% | $5,016-55.5% | $4,296-48.0% |
| Admin fee / account holder | $9,682 | $8,431+14.8% | $11,033-12.2% | $6,918+40.0% |