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 | $14,726 | $165,912-91.1% | $122,332-88.0% | $147,584-90.0% |
| Participation rate | 43.5% | 79.6%-36.1pp | 71.6%-28.2pp | 82.8%-39.4pp |
| Annual return | 15.35% | 34.55%-19.2pp | 30.27%-14.9pp | 578.55%-563.2pp |
| Employer contribution / active EE | $207 | $5,754-96.4% | $4,050-94.9% | $4,876-95.8% |
| Participant deferral / active EE | $1,340 | $4,005-66.6% | $3,287-59.2% | $5,439-75.4% |
| Admin fee / account holder | $565 | $7,424-92.4% | $5,478-89.7% | $10,885-94.8% |