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 | $16,491 | $70,002-76.4% | $115,037-85.7% | $52,331-68.5% |
| Participation rate | 54.9% | 72.1%-17.2pp | 81.4%-26.4pp | 68.1%-13.2pp |
| Annual return | -2.81% | 4.04%-6.9pp | 26.14%-29.0pp | 4.54%-7.4pp |
| Employer contribution / active EE | $1,520 | $2,715-44.0% | $4,608-67.0% | $1,882-19.2% |
| Participant deferral / active EE | $2,515 | $4,920-48.9% | $6,026-58.3% | $3,022-16.8% |
| Admin fee / account holder | $1,283 | $566+126.7% | $8,175-84.3% | $592+116.9% |