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 8-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 | $12,934 | $63,442-79.6% | $68,791-81.2% | $66,914-80.7% |
| Participation rate | 39.3% | 60.0%-20.7pp | 69.0%-29.8pp | 69.8%-30.6pp |
| Annual return | -29.82% | -8.29%-21.5pp | -6.38%-23.4pp | 1.58%-31.4pp |
| Employer contribution / active EE | $1,485 | $1,775-16.3% | $2,655-44.1% | $2,544-41.6% |
| Participant deferral / active EE | $2,320 | $2,945-21.2% | $3,941-41.1% | $4,237-45.2% |
| Admin fee / account holder | $757 | $577+31.0% | $4,932-84.7% | $593+27.5% |