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 | $32,746 | $91,760-64.3% | $156,181-79.0% | $67,986-51.8% |
| Participation rate | 41.1% | 65.0%-23.9pp | 78.8%-37.7pp | 57.2%-16.1pp |
| Annual return | 10.78% | 18.14%-7.4pp | 64.87%-54.1pp | 31.67%-20.9pp |
| Employer contribution / active EE | $1,221 | $2,419-49.5% | $4,294-71.6% | $2,019-39.5% |
| Participant deferral / active EE | $2,025 | $3,960-48.9% | $6,132-67.0% | $3,358-39.7% |
| Admin fee / account holder | $14,917 | $3,949+277.8% | $14,586+2.3% | $3,203+365.7% |