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 | $10,942 | $75,828-85.6% | $147,614-92.6% | $59,632-81.7% |
| Participation rate | 68.0% | 71.6%-3.6pp | 84.6%-16.6pp | 68.7%-0.7pp |
| Annual return | -3.53% | 0.37%-3.9pp | 61.98%-65.5pp | 2041.28%-2044.8pp |
| Employer contribution / active EE | $743 | $3,485-78.7% | $5,564-86.7% | $2,203-66.3% |
| Participant deferral / active EE | $1,314 | $3,130-58.0% | $4,895-73.2% | $3,192-58.8% |
| Admin fee / account holder | $2,257 | $5,985-62.3% | $11,611-80.6% | $4,297-47.5% |