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 | $16,106 | $77,164-79.1% | $178,014-91.0% | $80,874-80.1% |
| Participation rate | 63.6% | 65.7%-2.1pp | 77.1%-13.5pp | 67.6%-4.0pp |
| Annual return | 10.17% | 18.09%-7.9pp | 294.80%-284.6pp | 35.62%-25.5pp |
| Employer contribution / active EE | $1,559 | $2,288-31.9% | $3,950-60.5% | $2,756-43.4% |
| Participant deferral / active EE | $2,145 | $4,408-51.3% | $6,276-65.8% | $4,297-50.1% |
| Admin fee / account holder | $629 | $7,164-91.2% | $10,362-93.9% | $6,935-90.9% |