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 5-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 | $28,189 | $101,724-72.3% | $164,813-82.9% | $80,856-65.1% |
| Participation rate | 58.3% | 71.8%-13.5pp | 78.6%-20.3pp | 67.6%-9.3pp |
| Annual return | 10.52% | 16.72%-6.2pp | 69.93%-59.4pp | 35.59%-25.1pp |
| Employer contribution / active EE | $1,398 | $2,953-52.7% | $4,341-67.8% | $2,755-49.2% |
| Participant deferral / active EE | $3,036 | $4,477-32.2% | $6,031-49.7% | $4,296-29.3% |
| Admin fee / account holder | $528 | $8,227-93.6% | $12,690-95.8% | $6,918-92.4% |