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 7-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 | $11,752 | $77,813-84.9% | $123,544-90.5% | $64,186-81.7% |
| Participation rate | 65.5% | 74.7%-9.2pp | 82.3%-16.8pp | 69.6%-4.1pp |
| Annual return | -16.72% | 12.48%-29.2pp | 119.20%-135.9pp | 7.63%-24.4pp |
| Employer contribution / active EE | $3,160 | $3,014+4.8% | $4,628-31.7% | $2,381+32.7% |
| Participant deferral / active EE | $5,562 | $5,240+6.1% | $6,426-13.4% | $3,470+60.3% |
| Admin fee / account holder | $544 | $5,519-90.1% | $9,284-94.1% | $4,888-88.9% |