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 | $12,204 | $52,953-77.0% | $172,739-92.9% | $65,185-81.3% |
| Participation rate | 32.7% | 66.2%-33.5pp | 82.6%-49.9pp | 70.2%-37.5pp |
| Annual return | 5.95% | 30.12%-24.2pp | 802.84%-796.9pp | 29.38%-23.4pp |
| Employer contribution / active EE | $346 | $2,190-84.2% | $5,143-93.3% | $2,177-84.1% |
| Participant deferral / active EE | $865 | $2,471-65.0% | $5,198-83.4% | $3,514-75.4% |
| Admin fee / account holder | $1,659 | $472+251.6% | $13,954-88.1% | $847+95.9% |