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 6-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 | $12,640 | $167,307-92.4% | $143,757-91.2% | $134,475-90.6% |
| Participation rate | 63.6% | 84.8%-21.2pp | 80.3%-16.7pp | 81.2%-17.6pp |
| Annual return | -30.61% | 0.46%-31.1pp | -0.04%-30.6pp | 417.96%-448.6pp |
| Employer contribution / active EE | $1,847 | $5,619-67.1% | $4,951-62.7% | $4,740-61.0% |
| Participant deferral / active EE | $5,230 | $6,446-18.9% | $5,637-7.2% | $6,400-18.3% |
| Admin fee / account holder | $1,883 | $18,088-89.6% | $14,673-87.2% | $11,426-83.5% |