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 | $11,767 | $56,199-79.1% | $67,652-82.6% | $59,632-80.3% |
| Participation rate | 52.0% | 71.5%-19.5pp | 75.7%-23.7pp | 68.7%-16.7pp |
| Annual return | 2.54% | 18505.31%-18502.8pp | 6625.04%-6622.5pp | 2041.28%-2038.7pp |
| Employer contribution / active EE | $1,160 | $1,614-28.2% | $2,266-48.8% | $2,203-47.3% |
| Participant deferral / active EE | $3,936 | $2,844+38.4% | $3,560+10.6% | $3,192+23.3% |
| Admin fee / account holder | $590 | $3,958-85.1% | $4,821-87.8% | $4,297-86.3% |