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 | $18,580 | $71,883-74.2% | $86,677-78.6% | $68,494-72.9% |
| Participation rate | 48.4% | 72.2%-23.9pp | 76.6%-28.2pp | 67.9%-19.5pp |
| Annual return | -17.37% | 3.52%-20.9pp | 35.91%-53.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $870 | $2,173-60.0% | $2,836-69.3% | $2,596-66.5% |
| Participant deferral / active EE | $2,209 | $3,779-41.6% | $4,656-52.6% | $4,027-45.2% |
| Admin fee / account holder | $591 | $6,112-90.3% | $7,493-92.1% | $5,403-89.1% |