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 4-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 | $7,261 | $87,540-91.7% | $75,781-90.4% | $125,391-94.2% |
| Participation rate | 46.2% | 80.2%-34.0pp | 75.8%-29.7pp | 83.2%-37.0pp |
| Annual return | -5.79% | 13.48%-19.3pp | 9.68%-15.5pp | 282.22%-288.0pp |
| Employer contribution / active EE | $648 | $3,930-83.5% | $3,323-80.5% | $4,866-86.7% |
| Participant deferral / active EE | $1,675 | $4,229-60.4% | $3,651-54.1% | $5,352-68.7% |
| Admin fee / account holder | $327 | $6,502-95.0% | $5,299-93.8% | $9,540-96.6% |