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 | $17,182 | $86,286-80.1% | $111,297-84.6% | $85,850-80.0% |
| Participation rate | 58.1% | 73.3%-15.3pp | 77.3%-19.2pp | 69.3%-11.3pp |
| Annual return | 7.83% | 19.99%-12.2pp | 54.65%-46.8pp | 318.53%-310.7pp |
| Employer contribution / active EE | $563 | $2,043-72.4% | $2,731-79.4% | $2,565-78.0% |
| Participant deferral / active EE | $1,883 | $3,641-48.3% | $4,487-58.0% | $3,952-52.4% |
| Admin fee / account holder | $2,971 | $8,188-63.7% | $7,964-62.7% | $6,260-52.5% |