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 8-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 | $13,699 | $115,770-88.2% | $101,248-86.5% | $158,922-91.4% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 6.29% | 56.14%-49.8pp | 46.47%-40.2pp | 302.83%-296.5pp |
| Employer contribution / active EE | $1,258 | $4,175-69.9% | $3,660-65.6% | $4,761-73.6% |
| Participant deferral / active EE | $2,894 | $4,957-41.6% | $4,370-33.8% | $5,982-51.6% |
| Admin fee / account holder | $2,682 | $7,245-63.0% | $5,945-54.9% | $11,246-76.2% |