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 | $26,966 | $78,422-65.6% | $95,952-71.9% | $79,858-66.2% |
| Participation rate | 66.7% | 73.5%-6.8pp | 77.1%-10.4pp | 69.6%-3.0pp |
| Annual return | -10.97% | 19.37%-30.3pp | 91.61%-102.6pp | 31.71%-42.7pp |
| Employer contribution / active EE | $1,339 | $1,945-31.1% | $2,541-47.3% | $2,471-45.8% |
| Participant deferral / active EE | $3,281 | $3,440-4.6% | $4,167-21.3% | $3,740-12.3% |
| Admin fee / account holder | $1,814 | $5,622-67.7% | $6,795-73.3% | $5,306-65.8% |