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 9-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 | $10,851 | $91,552-88.1% | $133,956-91.9% | $79,858-86.4% |
| Participation rate | 32.5% | 73.3%-40.8pp | 79.8%-47.3pp | 69.6%-37.1pp |
| Annual return | 20.21% | 61.85%-41.6pp | 45.09%-24.9pp | 31.71%-11.5pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,971 | $3,733-47.2% | $5,048-61.0% | $3,740-47.3% |
| Admin fee / account holder | $850 | $6,321-86.6% | $8,927-90.5% | $5,306-84.0% |