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 7-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 | $16,683 | $70,428-76.3% | $96,562-82.7% | $85,850-80.6% |
| Participation rate | 38.7% | 61.8%-23.1pp | 69.8%-31.1pp | 69.3%-30.6pp |
| Annual return | 6.03% | 18.59%-12.6pp | 37.78%-31.8pp | 318.53%-312.5pp |
| Employer contribution / active EE | $1,043 | $1,413-26.2% | $2,356-55.8% | $2,565-59.3% |
| Participant deferral / active EE | $1,392 | $2,894-51.9% | $3,849-63.8% | $3,952-64.8% |
| Admin fee / account holder | $1,329 | $4,997-73.4% | $6,181-78.5% | $6,260-78.8% |