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 5-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 | $14,001 | $65,561-78.6% | $86,188-83.8% | $75,163-81.4% |
| Participation rate | 36.7% | 60.5%-23.8pp | 69.0%-32.3pp | 67.2%-30.5pp |
| Annual return | 5.43% | 46.05%-40.6pp | 1168.45%-1163.0pp | 160.62%-155.2pp |
| Employer contribution / active EE | $582 | $1,553-62.5% | $2,380-75.5% | $2,670-78.2% |
| Participant deferral / active EE | $2,333 | $3,024-22.9% | $3,985-41.5% | $4,125-43.5% |
| Admin fee / account holder | $1,255 | $5,474-77.1% | $6,852-81.7% | $5,651-77.8% |