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 | $13,927 | $58,264-76.1% | $86,612-83.9% | $71,457-80.5% |
| Participation rate | 17.8% | 65.0%-47.2pp | 71.7%-53.9pp | 67.9%-50.1pp |
| Annual return | 8.87% | 21.63%-12.8pp | 591.07%-582.2pp | 28.85%-20.0pp |
| Employer contribution / active EE | $458 | $2,574-82.2% | $3,022-84.8% | $2,588-82.3% |
| Participant deferral / active EE | $1,247 | $3,436-63.7% | $4,438-71.9% | $4,289-70.9% |
| Admin fee / account holder | $1,442 | $1,057+36.4% | $5,614-74.3% | $1,587-9.2% |