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 | $3,705 | $96,305-96.2% | $80,569-95.4% | $139,434-97.3% |
| Participation rate | 58.8% | 73.6%-14.8pp | 67.0%-8.2pp | 80.3%-21.5pp |
| Annual return | -5.68% | 1350.08%-1355.8pp | 935.43%-941.1pp | 372.94%-378.6pp |
| Employer contribution / active EE | $630 | $3,262-80.7% | $2,723-76.9% | $4,751-86.7% |
| Participant deferral / active EE | $1,625 | $5,232-68.9% | $4,447-63.5% | $6,710-75.8% |
| Admin fee / account holder | $331 | $6,599-95.0% | $5,377-93.8% | $11,403-97.1% |