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 | $14,661 | $65,703-77.7% | $94,224-84.4% | $59,632-75.4% |
| Participation rate | 51.9% | 72.1%-20.2pp | 78.8%-26.8pp | 68.7%-16.7pp |
| Annual return | -3.09% | 5.22%-8.3pp | 10.68%-13.8pp | 2041.28%-2044.4pp |
| Employer contribution / active EE | $1,240 | $2,021-38.6% | $3,587-65.4% | $2,203-43.7% |
| Participant deferral / active EE | $1,684 | $3,143-46.4% | $4,320-61.0% | $3,192-47.2% |
| Admin fee / account holder | $895 | $4,264-79.0% | $6,269-85.7% | $4,297-79.2% |