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 | $12,851 | $56,199-77.1% | $67,652-81.0% | $59,632-78.4% |
| Participation rate | 61.2% | 71.5%-10.2pp | 75.7%-14.4pp | 68.7%-7.4pp |
| Annual return | -6.30% | 18505.31%-18511.6pp | 6625.04%-6631.3pp | 2041.28%-2047.6pp |
| Employer contribution / active EE | $1,046 | $1,614-35.2% | $2,266-53.8% | $2,203-52.5% |
| Participant deferral / active EE | $1,614 | $2,844-43.2% | $3,560-54.6% | $3,192-49.4% |
| Admin fee / account holder | $412 | $3,958-89.6% | $4,821-91.5% | $4,297-90.4% |