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 | $19,988 | $81,900-75.6% | $119,609-83.3% | $68,494-70.8% |
| Participation rate | 50.0% | 71.9%-21.9pp | 79.3%-29.3pp | 67.9%-17.9pp |
| Annual return | -23.99% | -23.82%-0.2pp | -14.97%-9.0pp | -7.84%-16.1pp |
| Employer contribution / active EE | $836 | $2,693-69.0% | $4,232-80.2% | $2,596-67.8% |
| Participant deferral / active EE | $3,819 | $4,148-7.9% | $5,602-31.8% | $4,027-5.2% |
| Admin fee / account holder | $3,526 | $6,582-46.4% | $10,323-65.8% | $5,403-34.7% |