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 | $11,121 | $93,571-88.1% | $135,903-91.8% | $75,163-85.2% |
| Participation rate | 68.0% | 75.2%-7.2pp | 81.9%-13.9pp | 67.2%+0.8pp |
| Annual return | 14.45% | 30.90%-16.5pp | 68.23%-53.8pp | 160.62%-146.2pp |
| Employer contribution / active EE | $934 | $3,537-73.6% | $4,856-80.8% | $2,670-65.0% |
| Participant deferral / active EE | $2,657 | $6,404-58.5% | $7,758-65.7% | $4,125-35.6% |
| Admin fee / account holder | $4,122 | $6,975-40.9% | $10,762-61.7% | $5,651-27.1% |