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 | $20,439 | $135,952-85.0% | $123,892-83.5% | $273,961-92.5% |
| Participation rate | 46.2% | 84.1%-37.9pp | 81.4%-35.3pp | 83.0%-36.9pp |
| Annual return | -5.68% | 56.63%-62.3pp | 47.52%-53.2pp | 41.45%-47.1pp |
| Employer contribution / active EE | $1,811 | $5,170-65.0% | $4,617-60.8% | $4,869-62.8% |
| Participant deferral / active EE | $4,338 | $6,343-31.6% | $5,984-27.5% | $5,287-18.0% |
| Admin fee / account holder | $1,330 | $9,817-86.5% | $8,357-84.1% | $10,132-86.9% |