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 6-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 | $5,162 | $43,327-88.1% | $59,878-91.4% | $64,186-92.0% |
| Participation rate | 56.2% | 69.2%-13.0pp | 74.7%-18.5pp | 69.6%-13.4pp |
| Annual return | -14.77% | -1.55%-13.2pp | 3.46%-18.2pp | 7.63%-22.4pp |
| Employer contribution / active EE | $962 | $2,028-52.6% | $2,722-64.7% | $2,381-59.6% |
| Participant deferral / active EE | $1,358 | $2,546-46.6% | $3,402-60.1% | $3,470-60.8% |
| Admin fee / account holder | $451 | $3,005-85.0% | $3,590-87.4% | $4,888-90.8% |