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 3-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 | $5,022 | $58,627-91.4% | $76,735-93.5% | $82,448-93.9% |
| Participation rate | 69.4% | 63.2%+6.2pp | 69.5%-0.1pp | 68.1%+1.3pp |
| Annual return | 12.92% | 39.10%-26.2pp | 29.77%-16.8pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,208 | $1,729-30.1% | $2,454-50.8% | $2,551-52.6% |
| Participant deferral / active EE | $1,913 | $3,134-39.0% | $4,088-53.2% | $4,139-53.8% |
| Admin fee / account holder | $3,398 | $5,323-36.2% | $7,189-52.7% | $7,234-53.0% |