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 4-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 | $14,673 | $81,460-82.0% | $103,333-85.8% | $80,856-81.9% |
| Participation rate | 38.1% | 66.8%-28.8pp | 74.5%-36.4pp | 67.6%-29.5pp |
| Annual return | 10.06% | 25.55%-15.5pp | 24.88%-14.8pp | 35.59%-25.5pp |
| Employer contribution / active EE | $990 | $3,105-68.1% | $3,868-74.4% | $2,755-64.1% |
| Participant deferral / active EE | $2,372 | $3,869-38.7% | $5,057-53.1% | $4,296-44.8% |
| Admin fee / account holder | $3,057 | $6,566-53.4% | $8,355-63.4% | $6,918-55.8% |