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 7-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 | $4,447 | $96,305-95.4% | $80,569-94.5% | $139,434-96.8% |
| Participation rate | 57.1% | 73.6%-16.5pp | 67.0%-9.9pp | 80.3%-23.2pp |
| Annual return | 9.40% | 1350.08%-1340.7pp | 935.43%-926.0pp | 372.94%-363.5pp |
| Employer contribution / active EE | $789 | $3,262-75.8% | $2,723-71.0% | $4,751-83.4% |
| Participant deferral / active EE | $1,250 | $5,232-76.1% | $4,447-71.9% | $6,710-81.4% |
| Admin fee / account holder | $1,570 | $6,599-76.2% | $5,377-70.8% | $11,403-86.2% |