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 | $10,307 | $113,935-91.0% | $94,224-89.1% | $125,391-91.8% |
| Participation rate | 47.4% | 82.9%-35.5pp | 78.8%-31.4pp | 83.2%-35.8pp |
| Annual return | -44.81% | 5.29%-50.1pp | 10.68%-55.5pp | 282.22%-327.0pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,590 | $5,179-30.7% | $4,320-16.9% | $5,352-32.9% |
| Admin fee / account holder | $2,614 | $8,391-68.8% | $6,269-58.3% | $9,540-72.6% |