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 | $22,750 | $78,705-71.1% | $117,854-80.7% | $70,131-67.6% |
| Participation rate | 64.7% | 73.2%-8.5pp | 79.7%-15.0pp | 69.5%-4.8pp |
| Annual return | 11.68% | 23.30%-11.6pp | 335.08%-323.4pp | 73.14%-61.5pp |
| Employer contribution / active EE | $1,525 | $2,223-31.4% | $3,786-59.7% | $2,342-34.9% |
| Participant deferral / active EE | $3,029 | $3,297-8.1% | $4,482-32.4% | $3,332-9.1% |
| Admin fee / account holder | $1,377 | $5,065-72.8% | $8,020-82.8% | $4,645-70.4% |