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 5-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 | $9,644 | $73,933-87.0% | $96,683-90.0% | $75,163-87.2% |
| Participation rate | 56.0% | 66.4%-10.4pp | 74.3%-18.3pp | 67.2%-11.2pp |
| Annual return | 7.77% | 26.70%-18.9pp | 35.69%-27.9pp | 160.62%-152.9pp |
| Employer contribution / active EE | $967 | $2,928-67.0% | $3,737-74.1% | $2,670-63.8% |
| Participant deferral / active EE | $1,609 | $3,659-56.0% | $4,878-67.0% | $4,125-61.0% |
| Admin fee / account holder | $826 | $5,216-84.2% | $6,730-87.7% | $5,651-85.4% |