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 | $15,654 | $61,660-74.6% | $80,019-80.4% | $64,186-75.6% |
| Participation rate | 68.0% | 71.7%-3.7pp | 75.8%-7.8pp | 69.6%-1.6pp |
| Annual return | -10.85% | -0.33%-10.5pp | 11.22%-22.1pp | 7.63%-18.5pp |
| Employer contribution / active EE | $1,097 | $1,810-39.4% | $2,468-55.5% | $2,381-53.9% |
| Participant deferral / active EE | $2,006 | $2,968-32.4% | $3,686-45.6% | $3,470-42.2% |
| Admin fee / account holder | $1,004 | $5,417-81.5% | $6,521-84.6% | $4,888-79.5% |