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 | $9,490 | $54,517-82.6% | $75,972-87.5% | $74,495-87.3% |
| Participation rate | 29.9% | 60.3%-30.4pp | 69.1%-39.1pp | 67.2%-37.3pp |
| Annual return | 6.82% | 31.82%-25.0pp | 359.55%-352.7pp | 1364.94%-1358.1pp |
| Employer contribution / active EE | $732 | $1,777-58.8% | $2,685-72.7% | $2,623-72.1% |
| Participant deferral / active EE | $2,184 | $3,066-28.8% | $4,255-48.7% | $4,346-49.8% |
| Admin fee / account holder | $6,231 | $2,229+179.6% | $6,467-3.6% | $1,942+220.9% |