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 4-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 | $2,389 | $49,915-95.2% | $154,803-98.5% | $74,304-96.8% |
| Participation rate | 62.2% | 54.0%+8.2pp | 78.1%-15.9pp | 60.3%+1.8pp |
| Annual return | 7.62% | 34.06%-26.4pp | 58.88%-51.3pp | 29.43%-21.8pp |
| Employer contribution / active EE | $281 | $1,611-82.6% | $4,305-93.5% | $2,241-87.5% |
| Participant deferral / active EE | $1,249 | $2,255-44.6% | $5,540-77.5% | $3,767-66.9% |
| Admin fee / account holder | $741 | $2,189-66.2% | $14,329-94.8% | $2,969-75.0% |