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 | $14,208 | $57,354-75.2% | $83,848-83.1% | $64,186-77.9% |
| Participation rate | 59.5% | 68.6%-9.1pp | 76.1%-16.6pp | 69.6%-10.0pp |
| Annual return | -11.04% | 11.38%-22.4pp | 850.88%-861.9pp | 7.63%-18.7pp |
| Employer contribution / active EE | $1,702 | $2,545-33.1% | $3,631-53.1% | $2,381-28.5% |
| Participant deferral / active EE | $2,704 | $2,993-9.6% | $4,082-33.7% | $3,470-22.1% |
| Admin fee / account holder | $457 | $4,046-88.7% | $5,478-91.7% | $4,888-90.7% |