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 6-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 | $19,976 | $94,625-78.9% | $116,228-82.8% | $84,808-76.4% |
| Participation rate | 60.7% | 70.4%-9.8pp | 74.6%-13.9pp | 68.3%-7.7pp |
| Annual return | 10.59% | 20.40%-9.8pp | 90.06%-79.5pp | 40.90%-30.3pp |
| Employer contribution / active EE | $667 | $2,347-71.6% | $2,994-77.7% | $2,631-74.6% |
| Participant deferral / active EE | $2,086 | $3,972-47.5% | $4,953-57.9% | $4,212-50.5% |
| Admin fee / account holder | $3,109 | $10,091-69.2% | $11,989-74.1% | $7,344-57.7% |