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 4-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 | $5,632 | $60,022-90.6% | $88,946-93.7% | $84,808-93.4% |
| Participation rate | 40.6% | 57.8%-17.2pp | 68.8%-28.2pp | 68.3%-27.7pp |
| Annual return | 12.65% | 22.43%-9.8pp | 57.82%-45.2pp | 40.90%-28.3pp |
| Employer contribution / active EE | $729 | $1,703-57.2% | $2,555-71.5% | $2,631-72.3% |
| Participant deferral / active EE | $857 | $3,114-72.5% | $4,581-81.3% | $4,212-79.7% |
| Admin fee / account holder | $1,584 | $4,811-67.1% | $8,261-80.8% | $7,344-78.4% |