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 8-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 | $2,112 | $108,642-98.1% | $74,701-97.2% | $152,861-98.6% |
| Participation rate | 56.3% | 65.3%-9.1pp | 54.5%+1.8pp | 82.4%-26.2pp |
| Annual return | -32.53% | 114.06%-146.6pp | 752.92%-785.4pp | 345.32%-377.8pp |
| Employer contribution / active EE | $727 | $1,503-51.6% | $1,084-32.9% | $4,762-84.7% |
| Participant deferral / active EE | $254 | $2,712-90.7% | $1,964-87.1% | $5,850-95.7% |
| Admin fee / account holder | $712 | $4,902-85.5% | $3,333-78.7% | $11,596-93.9% |