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 | $12,078 | $52,681-77.1% | $75,781-84.1% | $59,632-79.7% |
| Participation rate | 48.4% | 67.2%-18.8pp | 75.8%-27.4pp | 68.7%-20.3pp |
| Annual return | -3.13% | 2.95%-6.1pp | 9.68%-12.8pp | 2041.28%-2044.4pp |
| Employer contribution / active EE | $385 | $2,193-82.5% | $3,323-88.4% | $2,203-82.5% |
| Participant deferral / active EE | $1,007 | $2,591-61.1% | $3,651-72.4% | $3,192-68.4% |
| Admin fee / account holder | $1,334 | $3,610-63.1% | $5,299-74.8% | $4,297-69.0% |