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 | $14,592 | $77,813-81.2% | $123,544-88.2% | $64,186-77.3% |
| Participation rate | 50.0% | 74.7%-24.7pp | 82.3%-32.3pp | 69.6%-19.6pp |
| Annual return | -10.00% | 12.48%-22.5pp | 119.20%-129.2pp | 7.63%-17.6pp |
| Employer contribution / active EE | $701 | $3,014-76.7% | $4,628-84.9% | $2,381-70.6% |
| Participant deferral / active EE | $2,642 | $5,240-49.6% | $6,426-58.9% | $3,470-23.8% |
| Admin fee / account holder | $1,391 | $5,519-74.8% | $9,284-85.0% | $4,888-71.5% |