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 10-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 | $17,485 | $65,041-73.1% | $90,951-80.8% | $79,858-78.1% |
| Participation rate | 65.4% | 61.6%+3.8pp | 69.0%-3.6pp | 69.6%-4.2pp |
| Annual return | 9.71% | 30.45%-20.7pp | 134.60%-124.9pp | 31.71%-22.0pp |
| Employer contribution / active EE | $400 | $1,247-68.0% | $2,122-81.2% | $2,471-83.8% |
| Participant deferral / active EE | $1,130 | $2,512-55.0% | $3,373-66.5% | $3,740-69.8% |
| Admin fee / account holder | $1,216 | $4,536-73.2% | $5,959-79.6% | $5,306-77.1% |