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 | $16,747 | $211,958-92.1% | $169,463-90.1% | $135,375-87.6% |
| Participation rate | 16.7% | 82.6%-66.0pp | 77.8%-61.1pp | 82.6%-66.0pp |
| Annual return | -20.95% | 3.26%-24.2pp | 1.83%-22.8pp | 519.73%-540.7pp |
| Employer contribution / active EE | $432 | $5,120-91.6% | $4,159-89.6% | $4,779-91.0% |
| Participant deferral / active EE | $1,098 | $6,075-81.9% | $5,277-79.2% | $5,609-80.4% |
| Admin fee / account holder | $1,118 | $11,471-90.3% | $9,109-87.7% | $10,827-89.7% |