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 | $18,547 | $102,317-81.9% | $146,958-87.4% | $80,856-77.1% |
| Participation rate | 54.2% | 75.8%-21.7pp | 82.2%-28.0pp | 67.6%-13.5pp |
| Annual return | 11.00% | 134.76%-123.8pp | 418.34%-407.3pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,478 | $3,713-60.2% | $4,933-70.0% | $2,755-46.4% |
| Participant deferral / active EE | $3,934 | $6,644-40.8% | $8,070-51.3% | $4,296-8.4% |
| Admin fee / account holder | $2,792 | $7,941-64.8% | $12,998-78.5% | $6,918-59.6% |