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 | $22,743 | $71,883-68.4% | $86,677-73.8% | $68,494-66.8% |
| Participation rate | 58.3% | 72.2%-13.9pp | 76.6%-18.2pp | 67.9%-9.6pp |
| Annual return | -19.46% | 3.52%-23.0pp | 35.91%-55.4pp | -7.84%-11.6pp |
| Employer contribution / active EE | $993 | $2,173-54.3% | $2,836-65.0% | $2,596-61.8% |
| Participant deferral / active EE | $2,637 | $3,779-30.2% | $4,656-43.4% | $4,027-34.5% |
| Admin fee / account holder | $1,185 | $6,112-80.6% | $7,493-84.2% | $5,403-78.1% |