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 | $17,117 | $77,813-78.0% | $123,544-86.1% | $64,186-73.3% |
| Participation rate | 48.0% | 74.7%-26.7pp | 82.3%-34.3pp | 69.6%-21.6pp |
| Annual return | -9.45% | 12.48%-21.9pp | 119.20%-128.6pp | 7.63%-17.1pp |
| Employer contribution / active EE | $856 | $3,014-71.6% | $4,628-81.5% | $2,381-64.1% |
| Participant deferral / active EE | $3,171 | $5,240-39.5% | $6,426-50.6% | $3,470-8.6% |
| Admin fee / account holder | $1,825 | $5,519-66.9% | $9,284-80.3% | $4,888-62.7% |