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 | $11,786 | $138,065-91.5% | $123,544-90.5% | $135,375-91.3% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -41.93% | 153.68%-195.6pp | 119.20%-161.1pp | 519.73%-561.7pp |
| Employer contribution / active EE | $2,302 | $5,151-55.3% | $4,628-50.2% | $4,779-51.8% |
| Participant deferral / active EE | $4,973 | $6,799-26.9% | $6,426-22.6% | $5,609-11.3% |
| Admin fee / account holder | $703 | $10,916-93.6% | $9,284-92.4% | $10,827-93.5% |