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 | $19,109 | $72,277-73.6% | $101,248-81.1% | $79,858-76.1% |
| Participation rate | 42.0% | 68.5%-26.4pp | 75.8%-33.8pp | 69.6%-27.6pp |
| Annual return | 6.63% | 22.30%-15.7pp | 46.47%-39.8pp | 31.71%-25.1pp |
| Employer contribution / active EE | $918 | $2,692-65.9% | $3,660-74.9% | $2,471-62.9% |
| Participant deferral / active EE | $1,438 | $3,282-56.2% | $4,370-67.1% | $3,740-61.6% |
| Admin fee / account holder | $1,399 | $4,400-68.2% | $5,945-76.5% | $5,306-73.6% |