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 | $12,311 | $59,805-79.4% | $79,550-84.5% | $68,494-82.0% |
| Participation rate | 41.3% | 61.1%-19.8pp | 69.5%-28.2pp | 67.9%-26.6pp |
| Annual return | -16.83% | -12.30%-4.5pp | 0.16%-17.0pp | -7.84%-9.0pp |
| Employer contribution / active EE | $704 | $1,505-53.2% | $2,413-70.8% | $2,596-72.9% |
| Participant deferral / active EE | $1,462 | $3,024-51.7% | $3,985-63.3% | $4,027-63.7% |
| Admin fee / account holder | $1,192 | $4,835-75.3% | $6,832-82.5% | $5,403-77.9% |