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 8-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 | $10,711 | $211,958-94.9% | $169,463-93.7% | $135,375-92.1% |
| Participation rate | 62.5% | 82.6%-20.1pp | 77.8%-15.3pp | 82.6%-20.1pp |
| Annual return | -25.97% | 3.26%-29.2pp | 1.83%-27.8pp | 519.73%-545.7pp |
| Employer contribution / active EE | $1,596 | $5,120-68.8% | $4,159-61.6% | $4,779-66.6% |
| Participant deferral / active EE | $3,383 | $6,075-44.3% | $5,277-35.9% | $5,609-39.7% |
| Admin fee / account holder | $1,346 | $11,471-88.3% | $9,109-85.2% | $10,827-87.6% |