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 | $7,560 | $48,076-84.3% | $78,689-90.4% | $62,891-88.0% |
| Participation rate | 42.1% | 65.2%-23.1pp | 73.6%-31.5pp | 69.3%-27.2pp |
| Annual return | 2.98% | 31.35%-28.4pp | 62.18%-59.2pp | 20.14%-17.2pp |
| Employer contribution / active EE | $220 | $2,015-89.1% | $2,851-92.3% | $2,281-90.4% |
| Participant deferral / active EE | $1,420 | $2,588-45.1% | $3,517-59.6% | $3,203-55.7% |
| Admin fee / account holder | $533 | $3,207-83.4% | $4,510-88.2% | $4,296-87.6% |