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 | $14,750 | $82,664-82.2% | $125,339-88.2% | $68,494-78.5% |
| Participation rate | 59.2% | 75.0%-15.9pp | 82.4%-23.2pp | 67.9%-8.7pp |
| Annual return | -19.91% | -5.97%-13.9pp | 572.05%-592.0pp | -7.84%-12.1pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,051 | $6,110-17.3% | $7,446-32.2% | $4,027+25.4% |
| Admin fee / account holder | $649 | $6,275-89.7% | $10,010-93.5% | $5,403-88.0% |