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 | $12,817 | $77,634-83.5% | $156,549-91.8% | $62,891-79.6% |
| Participation rate | 66.7% | 71.2%-4.5pp | 84.0%-17.3pp | 69.3%-2.6pp |
| Annual return | 1.77% | 50.32%-48.6pp | 32.23%-30.5pp | 20.14%-18.4pp |
| Employer contribution / active EE | $798 | $3,444-76.8% | $5,501-85.5% | $2,281-65.0% |
| Participant deferral / active EE | $1,564 | $3,045-48.6% | $4,871-67.9% | $3,203-51.2% |
| Admin fee / account holder | $404 | $5,561-92.7% | $13,027-96.9% | $4,296-90.6% |