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 6-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 | $1,800 | $27,915-93.6% | $58,482-96.9% | $75,163-97.6% |
| Participation rate | 38.6% | 38.8%-0.3pp | 50.9%-12.3pp | 67.2%-28.6pp |
| Annual return | 7.03% | 44.20%-37.2pp | 4239.32%-4232.3pp | 160.62%-153.6pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $291 | $1,201-75.8% | $1,924-84.9% | $4,125-92.9% |
| Admin fee / account holder | $305 | $1,726-82.3% | $2,516-87.9% | $5,651-94.6% |