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 | $12,625 | $48,076-73.7% | $78,689-84.0% | $62,891-79.9% |
| Participation rate | 39.5% | 65.2%-25.7pp | 73.6%-34.0pp | 69.3%-29.8pp |
| Annual return | -2.93% | 31.35%-34.3pp | 62.18%-65.1pp | 20.14%-23.1pp |
| Employer contribution / active EE | $477 | $2,015-76.3% | $2,851-83.3% | $2,281-79.1% |
| Participant deferral / active EE | $1,102 | $2,588-57.4% | $3,517-68.7% | $3,203-65.6% |
| Admin fee / account holder | $500 | $3,207-84.4% | $4,510-88.9% | $4,296-88.4% |