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 | $11,707 | $97,044-87.9% | $83,333-86.0% | $135,375-91.4% |
| Participation rate | 12.5% | 80.4%-67.9pp | 77.8%-65.3pp | 82.6%-70.1pp |
| Annual return | -11.34% | 12.31%-23.7pp | 10.63%-22.0pp | 519.73%-531.1pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,285 | $5,964-61.7% | $5,565-58.9% | $5,609-59.3% |
| Admin fee / account holder | $1,961 | $8,380-76.6% | $7,510-73.9% | $10,827-81.9% |