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 5-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 | $3,532 | $77,899-95.5% | $149,673-97.6% | $75,163-95.3% |
| Participation rate | 30.2% | 65.6%-35.3pp | 78.8%-48.5pp | 67.2%-37.0pp |
| Annual return | 7.97% | 31.72%-23.8pp | 134.42%-126.5pp | 160.62%-152.7pp |
| Employer contribution / active EE | $774 | $3,137-75.3% | $4,818-83.9% | $2,670-71.0% |
| Participant deferral / active EE | $1,113 | $3,411-67.4% | $5,680-80.4% | $4,125-73.0% |
| Admin fee / account holder | $1,104 | $5,956-81.5% | $13,210-91.6% | $5,651-80.5% |