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 | $9,516 | $41,078-76.8% | $80,569-88.2% | $71,457-86.7% |
| Participation rate | 34.4% | 50.2%-15.8pp | 67.0%-32.6pp | 67.9%-33.5pp |
| Annual return | 13.28% | 38.45%-25.2pp | 935.43%-922.2pp | 28.85%-15.6pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $2,723-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $955 | $2,699-64.6% | $4,447-78.5% | $4,289-77.7% |
| Admin fee / account holder | $337 | $1,840-81.7% | $5,377-93.7% | $1,587-78.8% |