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 | $7,561 | $64,707-88.3% | $112,228-93.3% | $68,494-89.0% |
| Participation rate | 63.6% | 67.2%-3.5pp | 75.1%-11.4pp | 67.9%-4.3pp |
| Annual return | -24.27% | -11.40%-12.9pp | 27.45%-51.7pp | -7.84%-16.4pp |
| Employer contribution / active EE | $1,503 | $2,746-45.3% | $3,635-58.6% | $2,596-42.1% |
| Participant deferral / active EE | $2,625 | $3,565-26.4% | $4,728-44.5% | $4,027-34.8% |
| Admin fee / account holder | $656 | $5,232-87.5% | $6,410-89.8% | $5,403-87.9% |