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 | $21,394 | $135,635-84.2% | $110,238-80.6% | $135,375-84.2% |
| Participation rate | 33.3% | 83.5%-50.1pp | 79.8%-46.5pp | 82.6%-49.3pp |
| Annual return | -12.87% | 513.19%-526.1pp | 314.74%-327.6pp | 519.73%-532.6pp |
| Employer contribution / active EE | $1,606 | $4,906-67.3% | $3,826-58.0% | $4,779-66.4% |
| Participant deferral / active EE | $1,952 | $5,506-64.6% | $4,672-58.2% | $5,609-65.2% |
| Admin fee / account holder | $1,537 | $11,457-86.6% | $8,547-82.0% | $10,827-85.8% |