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 | $28,258 | $198,466-85.8% | $170,442-83.4% | $147,584-80.9% |
| Participation rate | 10.0% | 88.0%-78.0pp | 83.6%-73.6pp | 82.8%-72.8pp |
| Annual return | 8.24% | 257.29%-249.1pp | 205.93%-197.7pp | 578.55%-570.3pp |
| Employer contribution / active EE | $2,246 | $6,184-63.7% | $5,433-58.7% | $4,876-53.9% |
| Participant deferral / active EE | $4,007 | $5,629-28.8% | $4,939-18.9% | $5,439-26.3% |
| Admin fee / account holder | $603 | $16,852-96.4% | $13,880-95.7% | $10,885-94.5% |