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 | $16,879 | $209,336-91.9% | $197,124-91.4% | $137,256-87.7% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 11.38% | 48.09%-36.7pp | 44.34%-33.0pp | 220.34%-209.0pp |
| Employer contribution / active EE | $2,276 | $6,591-65.5% | $6,227-63.5% | $4,156-45.2% |
| Participant deferral / active EE | $3,179 | $9,614-66.9% | $9,135-65.2% | $6,407-50.4% |
| Admin fee / account holder | $1,182 | $17,308-93.2% | $16,298-92.7% | $12,270-90.4% |