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 | $13,355 | $144,119-90.7% | $117,854-88.7% | $147,584-91.0% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 2.59% | 531.15%-528.6pp | 335.08%-332.5pp | 578.55%-576.0pp |
| Employer contribution / active EE | $1,696 | $4,896-65.4% | $3,786-55.2% | $4,876-65.2% |
| Participant deferral / active EE | $5,163 | $5,316-2.9% | $4,482+15.2% | $5,439-5.1% |
| Admin fee / account holder | $3,191 | $10,886-70.7% | $8,020-60.2% | $10,885-70.7% |