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 4-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 | $18,656 | $81,900-77.2% | $119,609-84.4% | $68,494-72.8% |
| Participation rate | 51.4% | 71.9%-20.5pp | 79.3%-27.8pp | 67.9%-16.5pp |
| Annual return | -19.69% | -23.82%+4.1pp | -14.97%-4.7pp | -7.84%-11.8pp |
| Employer contribution / active EE | $2,319 | $2,693-13.9% | $4,232-45.2% | $2,596-10.7% |
| Participant deferral / active EE | $4,301 | $4,148+3.7% | $5,602-23.2% | $4,027+6.8% |
| Admin fee / account holder | $647 | $6,582-90.2% | $10,323-93.7% | $5,403-88.0% |