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 9-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 | $15,871 | $82,664-80.8% | $125,339-87.3% | $68,494-76.8% |
| Participation rate | 55.6% | 75.0%-19.5pp | 82.4%-26.8pp | 67.9%-12.3pp |
| Annual return | -21.07% | -5.97%-15.1pp | 572.05%-593.1pp | -7.84%-13.2pp |
| Employer contribution / active EE | $716 | $3,381-78.8% | $4,814-85.1% | $2,596-72.4% |
| Participant deferral / active EE | $4,019 | $6,110-34.2% | $7,446-46.0% | $4,027-0.2% |
| Admin fee / account holder | $537 | $6,275-91.4% | $10,010-94.6% | $5,403-90.1% |