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 | $569 | $29,660-98.1% | $56,411-99.0% | $80,856-99.3% |
| Participation rate | 59.3% | 41.6%+17.6pp | 52.5%+6.8pp | 67.6%-8.4pp |
| Annual return | -65.59% | 35.23%-100.8pp | 1701.33%-1766.9pp | 35.59%-101.2pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $641 | $1,226-47.7% | $1,952-67.2% | $4,296-85.1% |
| Admin fee / account holder | $498 | $2,428-79.5% | $2,829-82.4% | $6,918-92.8% |