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 | $14,985 | $215,361-93.0% | $171,082-91.2% | $273,961-94.5% |
| Participation rate | 44.4% | 82.0%-37.6pp | 76.7%-32.3pp | 83.0%-38.6pp |
| Annual return | -3.46% | 25.14%-28.6pp | 32.56%-36.0pp | 41.45%-44.9pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,160 | $5,543-24.9% | $4,797-13.3% | $5,287-21.3% |
| Admin fee / account holder | $909 | $10,846-91.6% | $8,520-89.3% | $10,132-91.0% |