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 | $17,576 | $82,664-78.7% | $125,339-86.0% | $68,494-74.3% |
| Participation rate | 50.0% | 75.0%-25.0pp | 82.4%-32.4pp | 67.9%-17.9pp |
| Annual return | -22.32% | -5.97%-16.3pp | 572.05%-594.4pp | -7.84%-14.5pp |
| Employer contribution / active EE | $2,197 | $3,381-35.0% | $4,814-54.4% | $2,596-15.4% |
| Participant deferral / active EE | $3,327 | $6,110-45.5% | $7,446-55.3% | $4,027-17.4% |
| Admin fee / account holder | $708 | $6,275-88.7% | $10,010-92.9% | $5,403-86.9% |