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 | $15,353 | $62,586-75.5% | $76,768-80.0% | $64,186-76.1% |
| Participation rate | 58.8% | 72.8%-14.0pp | 77.0%-18.1pp | 69.6%-10.7pp |
| Annual return | -13.36% | -1.95%-11.4pp | 2.43%-15.8pp | 7.63%-21.0pp |
| Employer contribution / active EE | $597 | $1,832-67.4% | $2,485-76.0% | $2,381-74.9% |
| Participant deferral / active EE | $2,617 | $3,145-16.8% | $3,852-32.1% | $3,470-24.6% |
| Admin fee / account holder | $1,475 | $4,667-68.4% | $6,675-77.9% | $4,888-69.8% |