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 | $2,980 | $93,024-96.8% | $77,024-96.1% | $134,475-97.8% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -78.00% | 62.60%-140.6pp | 42.32%-120.3pp | 417.96%-496.0pp |
| Employer contribution / active EE | $1,052 | $3,418-69.2% | $2,812-62.6% | $4,740-77.8% |
| Participant deferral / active EE | $1,295 | $5,238-75.3% | $4,426-70.8% | $6,400-79.8% |
| Admin fee / account holder | $348 | $6,944-95.0% | $5,425-93.6% | $11,426-97.0% |