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 9-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 | $19,646 | $135,952-85.5% | $123,892-84.1% | $273,961-92.8% |
| Participation rate | 62.5% | 84.1%-21.6pp | 81.4%-18.9pp | 83.0%-20.5pp |
| Annual return | -18.69% | 56.63%-75.3pp | 47.52%-66.2pp | 41.45%-60.1pp |
| Employer contribution / active EE | $1,111 | $5,170-78.5% | $4,617-75.9% | $4,869-77.2% |
| Participant deferral / active EE | $5,710 | $6,343-10.0% | $5,984-4.6% | $5,287+8.0% |
| Admin fee / account holder | $3,360 | $9,817-65.8% | $8,357-59.8% | $10,132-66.8% |