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 | $6,682 | $70,669-90.5% | $169,368-96.1% | $75,163-91.1% |
| Participation rate | 57.1% | 64.8%-7.6pp | 77.1%-20.0pp | 67.2%-10.0pp |
| Annual return | 13.81% | 36.36%-22.5pp | 405.60%-391.8pp | 160.62%-146.8pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,440 | $4,311-66.6% | $6,221-76.8% | $4,125-65.1% |
| Admin fee / account holder | $1,475 | $5,402-72.7% | $9,003-83.6% | $5,651-73.9% |