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 | $6,799 | $105,630-93.6% | $87,507-92.2% | $273,961-97.5% |
| Participation rate | 53.3% | 78.2%-24.9pp | 73.8%-20.5pp | 83.0%-29.7pp |
| Annual return | 8.63% | 12.25%-3.6pp | 12.21%-3.6pp | 41.45%-32.8pp |
| Employer contribution / active EE | $738 | $3,141-76.5% | $2,550-71.0% | $4,869-84.8% |
| Participant deferral / active EE | $948 | $3,601-73.7% | $3,149-69.9% | $5,287-82.1% |
| Admin fee / account holder | $337 | $4,781-93.0% | $4,221-92.0% | $10,132-96.7% |