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 | $20,302 | $62,586-67.6% | $76,768-73.6% | $64,186-68.4% |
| Participation rate | 64.2% | 72.8%-8.7pp | 77.0%-12.8pp | 69.6%-5.4pp |
| Annual return | -8.95% | -1.95%-7.0pp | 2.43%-11.4pp | 7.63%-16.6pp |
| Employer contribution / active EE | $1,490 | $1,832-18.7% | $2,485-40.0% | $2,381-37.4% |
| Participant deferral / active EE | $2,821 | $3,145-10.3% | $3,852-26.8% | $3,470-18.7% |
| Admin fee / account holder | $474 | $4,667-89.8% | $6,675-92.9% | $4,888-90.3% |