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 5-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 | $9,334 | $63,442-85.3% | $68,791-86.4% | $66,914-86.1% |
| Participation rate | 16.8% | 60.0%-43.2pp | 69.0%-52.3pp | 69.8%-53.0pp |
| Annual return | -22.71% | -8.29%-14.4pp | -6.38%-16.3pp | 1.58%-24.3pp |
| Employer contribution / active EE | $0 | $1,775-100.0% | $2,655-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,295 | $2,945-56.0% | $3,941-67.1% | $4,237-69.4% |
| Admin fee / account holder | $1,330 | $577+130.4% | $4,932-73.0% | $593+124.2% |