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 | $14,921 | $176,056-91.5% | $159,436-90.6% | $167,490-91.1% |
| Participation rate | 57.1% | 84.9%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | -17.23% | 331.75%-349.0pp | 263.57%-280.8pp | 478.56%-495.8pp |
| Employer contribution / active EE | $1,342 | $5,297-74.7% | $4,829-72.2% | $4,837-72.3% |
| Participant deferral / active EE | $6,053 | $7,750-21.9% | $7,352-17.7% | $6,341-4.5% |
| Admin fee / account holder | $2,947 | $12,554-76.5% | $10,799-72.7% | $12,309-76.1% |