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 | $57,590-90.2% | $86,233-93.5% | $82,448-93.2% |
| Participation rate | 40.6% | 57.9%-17.2pp | 69.0%-28.4pp | 68.1%-27.4pp |
| Annual return | 12.65% | 22.41%-9.8pp | 61.39%-48.7pp | 41.64%-29.0pp |
| Employer contribution / active EE | $729 | $1,655-56.0% | $2,504-70.9% | $2,551-71.4% |
| Participant deferral / active EE | $857 | $3,080-72.2% | $4,559-81.2% | $4,139-79.3% |
| Admin fee / account holder | $1,584 | $4,730-66.5% | $8,342-81.0% | $7,234-78.1% |