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 8-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 | $9,753 | $95,193-89.8% | $76,523-87.3% | $135,375-92.8% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.0%-18.0pp | 82.6%-32.6pp |
| Annual return | -10.83% | 4.85%-15.7pp | -0.27%-10.6pp | 519.73%-530.6pp |
| Employer contribution / active EE | $850 | $3,302-74.3% | $2,647-67.9% | $4,779-82.2% |
| Participant deferral / active EE | $1,309 | $4,639-71.8% | $3,835-65.9% | $5,609-76.7% |
| Admin fee / account holder | $1,080 | $6,249-82.7% | $4,848-77.7% | $10,827-90.0% |