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 | $19,059 | $88,672-78.5% | $105,223-81.9% | $82,448-76.9% |
| Participation rate | 69.2% | 67.9%+1.3pp | 75.0%-5.8pp | 68.1%+1.2pp |
| Annual return | 12.65% | 30.86%-18.2pp | 180.65%-168.0pp | 41.64%-29.0pp |
| Employer contribution / active EE | $1,353 | $3,048-55.6% | $3,689-63.3% | $2,551-46.9% |
| Participant deferral / active EE | $2,409 | $4,036-40.3% | $5,072-52.5% | $4,139-41.8% |
| Admin fee / account holder | $1,332 | $7,146-81.4% | $8,859-85.0% | $7,234-81.6% |