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 | $14,709 | $57,610-74.5% | $154,803-90.5% | $102,872-85.7% |
| Participation rate | 12.9% | 59.5%-46.5pp | 78.1%-65.1pp | 73.0%-60.1pp |
| Annual return | 12.61% | 30.49%-17.9pp | 58.88%-46.3pp | 19.06%-6.4pp |
| Employer contribution / active EE | $0 | $1,883-100.0% | $4,305-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $486 | $2,914-83.3% | $5,540-91.2% | $5,535-91.2% |
| Admin fee / account holder | $4,861 | $368+1221.6% | $14,329-66.1% | $292+1563.6% |