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.)
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 | $9,851 | $45,152-78.2% | $73,843-86.7% | $59,632-83.5% |
| Participation rate | 55.3% | 64.0%-8.7pp | 73.4%-18.1pp | 68.7%-13.4pp |
| Annual return | 1.40% | 27.40%-26.0pp | 2267.84%-2266.4pp | 2041.28%-2039.9pp |
| Employer contribution / active EE | $604 | $1,902-68.2% | $2,787-78.3% | $2,203-72.6% |
| Participant deferral / active EE | $954 | $2,574-62.9% | $3,583-73.4% | $3,192-70.1% |
| Admin fee / account holder | $508 | $3,516-85.5% | $4,880-89.6% | $4,297-88.2% |