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 | $16,231 | $78,422-79.3% | $95,952-83.1% | $79,858-79.7% |
| Participation rate | 60.0% | 73.5%-13.5pp | 77.1%-17.1pp | 69.6%-9.6pp |
| Annual return | 4.94% | 19.37%-14.4pp | 91.61%-86.7pp | 31.71%-26.8pp |
| Employer contribution / active EE | $1,201 | $1,945-38.3% | $2,541-52.7% | $2,471-51.4% |
| Participant deferral / active EE | $1,778 | $3,440-48.3% | $4,167-57.3% | $3,740-52.5% |
| Admin fee / account holder | $55,213 | $5,622+882.1% | $6,795+712.5% | $5,306+940.5% |