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 8-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 | $7,007 | $49,915-86.0% | $154,803-95.5% | $74,304-90.6% |
| Participation rate | 69.7% | 54.0%+15.7pp | 78.1%-8.4pp | 60.3%+9.3pp |
| Annual return | 10.21% | 34.06%-23.8pp | 58.88%-48.7pp | 29.43%-19.2pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,520 | $2,255-32.6% | $5,540-72.6% | $3,767-59.7% |
| Admin fee / account holder | $837 | $2,189-61.8% | $14,329-94.2% | $2,969-71.8% |