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 9-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 | $11,649 | $60,124-80.6% | $90,404-87.1% | $79,858-85.4% |
| Participation rate | 41.2% | 65.0%-23.8pp | 72.7%-31.5pp | 69.6%-28.5pp |
| Annual return | 6.35% | 71.94%-65.6pp | 1293.02%-1286.7pp | 31.71%-25.4pp |
| Employer contribution / active EE | $292 | $2,068-85.9% | $3,262-91.1% | $2,471-88.2% |
| Participant deferral / active EE | $1,179 | $2,938-59.9% | $3,963-70.3% | $3,740-68.5% |
| Admin fee / account holder | $3,005 | $3,976-24.4% | $5,611-46.4% | $5,306-43.4% |