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 7-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 | $16,740 | $82,664-79.7% | $125,339-86.6% | $68,494-75.6% |
| Participation rate | 65.7% | 75.0%-9.3pp | 82.4%-16.7pp | 67.9%-2.2pp |
| Annual return | -24.67% | -5.97%-18.7pp | 572.05%-596.7pp | -7.84%-16.8pp |
| Employer contribution / active EE | $2,303 | $3,381-31.9% | $4,814-52.2% | $2,596-11.3% |
| Participant deferral / active EE | $5,138 | $6,110-15.9% | $7,446-31.0% | $4,027+27.6% |
| Admin fee / account holder | $1,984 | $6,275-68.4% | $10,010-80.2% | $5,403-63.3% |