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 8-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 | $6,016 | $117,381-94.9% | $99,443-94.0% | $152,861-96.1% |
| Participation rate | 50.0% | 77.5%-27.5pp | 73.8%-23.8pp | 82.4%-32.4pp |
| Annual return | 2.35% | 31.87%-29.5pp | 30.72%-28.4pp | 345.32%-343.0pp |
| Employer contribution / active EE | $588 | $3,013-80.5% | $2,540-76.9% | $4,762-87.7% |
| Participant deferral / active EE | $867 | $4,086-78.8% | $3,619-76.0% | $5,850-85.2% |
| Admin fee / account holder | $845 | $7,631-88.9% | $6,250-86.5% | $11,596-92.7% |