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 | $10,683 | $87,540-87.8% | $75,781-85.9% | $125,391-91.5% |
| Participation rate | 55.6% | 80.2%-24.6pp | 75.8%-20.3pp | 83.2%-27.6pp |
| Annual return | -7.91% | 13.48%-21.4pp | 9.68%-17.6pp | 282.22%-290.1pp |
| Employer contribution / active EE | $736 | $3,930-81.3% | $3,323-77.9% | $4,866-84.9% |
| Participant deferral / active EE | $4,482 | $4,229+6.0% | $3,651+22.8% | $5,352-16.2% |
| Admin fee / account holder | $726 | $6,502-88.8% | $5,299-86.3% | $9,540-92.4% |