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 | $14,770 | $58,577-74.8% | $83,333-82.3% | $64,186-77.0% |
| Participation rate | 38.0% | 72.0%-34.0pp | 77.8%-39.7pp | 69.6%-31.5pp |
| Annual return | -10.79% | 9.65%-20.4pp | 10.63%-21.4pp | 7.63%-18.4pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,438 | $4,654-4.6% | $5,565-20.3% | $3,470+27.9% |
| Admin fee / account holder | $1,145 | $9,275-87.7% | $7,510-84.8% | $4,888-76.6% |