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 | $7,333 | $95,862-92.4% | $79,550-90.8% | $134,475-94.5% |
| Participation rate | 43.8% | 75.0%-31.3pp | 69.5%-25.7pp | 81.2%-37.5pp |
| Annual return | -21.05% | -2.69%-18.4pp | 0.16%-21.2pp | 417.96%-439.0pp |
| Employer contribution / active EE | $554 | $3,128-82.3% | $2,413-77.1% | $4,740-88.3% |
| Participant deferral / active EE | $1,690 | $4,693-64.0% | $3,985-57.6% | $6,400-73.6% |
| Admin fee / account holder | $750 | $9,126-91.8% | $6,832-89.0% | $11,426-93.4% |