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 | $17,815 | $61,660-71.1% | $80,019-77.7% | $64,186-72.2% |
| Participation rate | 57.1% | 71.7%-14.5pp | 75.8%-18.7pp | 69.6%-12.4pp |
| Annual return | -8.68% | -0.33%-8.4pp | 11.22%-19.9pp | 7.63%-16.3pp |
| Employer contribution / active EE | $920 | $1,810-49.2% | $2,468-62.7% | $2,381-61.4% |
| Participant deferral / active EE | $1,715 | $2,968-42.2% | $3,686-53.5% | $3,470-50.6% |
| Admin fee / account holder | $388 | $5,417-92.8% | $6,521-94.0% | $4,888-92.1% |