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 | $18,900 | $197,591-90.4% | $177,821-89.4% | $158,922-88.1% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.7%-27.7pp | 82.0%-22.0pp |
| Annual return | -1.35% | 58.76%-60.1pp | 48.32%-49.7pp | 302.83%-304.2pp |
| Employer contribution / active EE | $4,274 | $6,697-36.2% | $5,918-27.8% | $4,761-10.2% |
| Participant deferral / active EE | $5,050 | $8,405-39.9% | $7,714-34.5% | $5,982-15.6% |
| Admin fee / account holder | $2,826 | $15,399-81.6% | $12,427-77.3% | $11,246-74.9% |