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 | $96,484-66.1% | $156,263-79.0% | $74,304-55.9% |
| Participation rate | 41.1% | 67.7%-26.6pp | 78.9%-37.8pp | 60.3%-19.3pp |
| Annual return | 10.78% | 17.73%-6.9pp | 59.47%-48.7pp | 29.43%-18.6pp |
| Employer contribution / active EE | $1,221 | $2,528-51.7% | $4,333-71.8% | $2,241-45.5% |
| Participant deferral / active EE | $2,025 | $4,286-52.8% | $6,158-67.1% | $3,767-46.3% |
| Admin fee / account holder | $14,917 | $3,728+300.2% | $14,255+4.6% | $2,969+402.5% |