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 | $16,185 | $167,307-90.3% | $143,757-88.7% | $134,475-88.0% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -23.26% | 0.46%-23.7pp | -0.04%-23.2pp | 417.96%-441.2pp |
| Employer contribution / active EE | $2,467 | $5,619-56.1% | $4,951-50.2% | $4,740-47.9% |
| Participant deferral / active EE | $5,552 | $6,446-13.9% | $5,637-1.5% | $6,400-13.2% |
| Admin fee / account holder | $438 | $18,088-97.6% | $14,673-97.0% | $11,426-96.2% |