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 | $10,327 | $52,836-80.5% | $105,738-90.2% | $64,186-83.9% |
| Participation rate | 53.7% | 66.5%-12.8pp | 76.3%-22.6pp | 69.6%-15.9pp |
| Annual return | -8.06% | 14.30%-22.4pp | 6.27%-14.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $898 | $1,827-50.8% | $3,268-72.5% | $2,381-62.3% |
| Participant deferral / active EE | $1,211 | $2,545-52.4% | $4,080-70.3% | $3,470-65.1% |
| Admin fee / account holder | $1,300 | $3,959-67.2% | $6,913-81.2% | $4,888-73.4% |