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 3-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 | $16,880 | $166,020-89.8% | $164,866-89.8% | $145,959-88.4% |
| Participation rate | 31.3% | 82.0%-50.8pp | 78.6%-47.4pp | 80.3%-49.0pp |
| Annual return | -34.72% | 100.08%-134.8pp | 69.97%-104.7pp | 561.95%-596.7pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,343-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,969 | $6,961-57.4% | $6,033-50.8% | $6,689-55.6% |
| Admin fee / account holder | $5,155 | $16,644-69.0% | $12,689-59.4% | $13,398-61.5% |