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 | $24,402 | $109,881-77.8% | $150,045-83.7% | $84,808-71.2% |
| Participation rate | 55.4% | 76.1%-20.7pp | 82.3%-27.0pp | 68.3%-13.0pp |
| Annual return | 13.99% | 28.25%-14.3pp | 62.55%-48.6pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,201 | $3,561-66.3% | $4,693-74.4% | $2,631-54.3% |
| Participant deferral / active EE | $2,586 | $6,636-61.0% | $7,997-67.7% | $4,212-38.6% |
| Admin fee / account holder | $1,771 | $8,568-79.3% | $13,435-86.8% | $7,344-75.9% |