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 | $5,165 | $95,193-94.6% | $76,523-93.3% | $135,375-96.2% |
| Participation rate | 23.8% | 74.4%-50.6pp | 68.0%-44.2pp | 82.6%-58.8pp |
| Annual return | -11.84% | 4.85%-16.7pp | -0.27%-11.6pp | 519.73%-531.6pp |
| Employer contribution / active EE | $303 | $3,302-90.8% | $2,647-88.6% | $4,779-93.7% |
| Participant deferral / active EE | $1,099 | $4,639-76.3% | $3,835-71.3% | $5,609-80.4% |
| Admin fee / account holder | $4,035 | $6,249-35.4% | $4,848-16.8% | $10,827-62.7% |