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 | $20,556 | $180,449-88.6% | $154,107-86.7% | $135,375-84.8% |
| Participation rate | 58.3% | 87.4%-29.1pp | 83.0%-24.7pp | 82.6%-24.3pp |
| Annual return | -18.39% | 888.09%-906.5pp | 735.12%-753.5pp | 519.73%-538.1pp |
| Employer contribution / active EE | $2,653 | $6,035-56.0% | $5,298-49.9% | $4,779-44.5% |
| Participant deferral / active EE | $4,990 | $5,806-14.1% | $5,081-1.8% | $5,609-11.0% |
| Admin fee / account holder | $313 | $16,143-98.1% | $13,411-97.7% | $10,827-97.1% |