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 | $6,663 | $48,750-86.3% | $88,946-92.5% | $74,304-91.0% |
| Participation rate | 7.4% | 44.5%-37.1pp | 68.8%-61.5pp | 60.3%-53.0pp |
| Annual return | 11.91% | 25.91%-14.0pp | 57.82%-45.9pp | 29.43%-17.5pp |
| Employer contribution / active EE | $0 | $1,255-100.0% | $2,555-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $559 | $2,423-76.9% | $4,581-87.8% | $3,767-85.2% |
| Admin fee / account holder | $2,298 | $3,756-38.8% | $8,261-72.2% | $2,969-22.6% |