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 | $77,314-79.2% | $177,989-91.0% | $80,856-80.1% |
| Participation rate | 63.6% | 65.7%-2.1pp | 77.1%-13.4pp | 67.6%-4.0pp |
| Annual return | 10.17% | 18.09%-7.9pp | 294.48%-284.3pp | 35.59%-25.4pp |
| Employer contribution / active EE | $1,559 | $2,292-32.0% | $3,949-60.5% | $2,755-43.4% |
| Participant deferral / active EE | $2,145 | $4,411-51.4% | $6,276-65.8% | $4,296-50.1% |
| Admin fee / account holder | $629 | $7,191-91.3% | $10,363-93.9% | $6,918-90.9% |