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 | $14,906 | $77,314-80.7% | $177,989-91.6% | $80,856-81.6% |
| Participation rate | 53.8% | 65.7%-11.9pp | 77.1%-23.2pp | 67.6%-13.8pp |
| Annual return | 10.29% | 18.09%-7.8pp | 294.48%-284.2pp | 35.59%-25.3pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,864 | $4,411-57.7% | $6,276-70.3% | $4,296-56.6% |
| Admin fee / account holder | $2,451 | $7,191-65.9% | $10,363-76.4% | $6,918-64.6% |