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 | $870 | $30,400-97.1% | $53,898-98.4% | $84,808-99.0% |
| Participation rate | 59.5% | 46.4%+13.0pp | 55.0%+4.5pp | 68.3%-8.9pp |
| Annual return | -27.79% | 500.19%-528.0pp | 528.60%-556.4pp | 40.90%-68.7pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $704 | $1,199-41.2% | $1,826-61.4% | $4,212-83.3% |
| Admin fee / account holder | $862 | $1,993-56.8% | $2,491-65.4% | $7,344-88.3% |