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 | $6,273 | $48,265-87.0% | $68,791-90.9% | $68,494-90.8% |
| Participation rate | 28.0% | 60.7%-32.7pp | 69.0%-41.0pp | 67.9%-39.9pp |
| Annual return | -29.05% | -12.71%-16.3pp | -6.38%-22.7pp | -7.84%-21.2pp |
| Employer contribution / active EE | $556 | $1,829-69.6% | $2,655-79.0% | $2,596-78.6% |
| Participant deferral / active EE | $1,077 | $2,867-62.4% | $3,941-72.7% | $4,027-73.2% |
| Admin fee / account holder | $801 | $4,355-81.6% | $4,932-83.8% | $5,403-85.2% |