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 | $23,499 | $86,922-73.0% | $102,438-77.1% | $80,874-70.9% |
| Participation rate | 61.2% | 72.4%-11.2pp | 76.5%-15.3pp | 67.6%-6.5pp |
| Annual return | 7.94% | 18.90%-11.0pp | 29.37%-21.4pp | 35.62%-27.7pp |
| Employer contribution / active EE | $1,702 | $2,369-28.2% | $3,024-43.7% | $2,756-38.2% |
| Participant deferral / active EE | $2,729 | $4,119-33.8% | $5,054-46.0% | $4,297-36.5% |
| Admin fee / account holder | $2,018 | $8,050-74.9% | $9,448-78.6% | $6,935-70.9% |