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 | $12,816 | $159,602-92.0% | $150,045-91.5% | $142,382-91.0% |
| Participation rate | 13.3% | 84.0%-70.6pp | 82.3%-69.0pp | 80.1%-66.8pp |
| Annual return | 0.27% | 70.24%-70.0pp | 62.55%-62.3pp | 217.08%-216.8pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,589 | $8,310-68.8% | $7,997-67.6% | $6,507-60.2% |
| Admin fee / account holder | $5,424 | $14,846-63.5% | $13,435-59.6% | $12,624-57.0% |