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 | $5,080 | $65,561-92.3% | $86,188-94.1% | $75,163-93.2% |
| Participation rate | 46.2% | 60.5%-14.3pp | 69.0%-22.8pp | 67.2%-21.0pp |
| Annual return | 5.86% | 46.05%-40.2pp | 1168.45%-1162.6pp | 160.62%-154.8pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,423 | $3,024-52.9% | $3,985-64.3% | $4,125-65.5% |
| Admin fee / account holder | $395 | $5,474-92.8% | $6,852-94.2% | $5,651-93.0% |