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 10-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 | $7,889 | $90,600-91.3% | $79,464-90.1% | $135,375-94.2% |
| Participation rate | 45.5% | 76.0%-30.6pp | 73.3%-27.9pp | 82.6%-37.2pp |
| Annual return | -13.27% | 977.43%-990.7pp | 718.14%-731.4pp | 519.73%-533.0pp |
| Employer contribution / active EE | $269 | $3,068-91.2% | $2,800-90.4% | $4,779-94.4% |
| Participant deferral / active EE | $3,182 | $4,050-21.4% | $3,704-14.1% | $5,609-43.3% |
| Admin fee / account holder | $580 | $5,907-90.2% | $5,113-88.7% | $10,827-94.6% |