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 | $11,509 | $52,580-78.1% | $71,671-83.9% | $70,131-83.6% |
| Participation rate | 66.7% | 60.9%+5.8pp | 68.7%-2.1pp | 69.5%-2.9pp |
| Annual return | 10.41% | 20.25%-9.8pp | 20.65%-10.2pp | 73.14%-62.7pp |
| Employer contribution / active EE | $848 | $1,616-47.5% | $2,460-65.5% | $2,342-63.8% |
| Participant deferral / active EE | $1,385 | $2,386-42.0% | $3,438-59.7% | $3,332-58.4% |
| Admin fee / account holder | $6,219 | $3,653+70.3% | $5,558+11.9% | $4,645+33.9% |