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 | $26,937 | $131,829-79.6% | $108,579-75.2% | $273,961-90.2% |
| Participation rate | 64.7% | 83.5%-18.7pp | 79.6%-14.9pp | 83.0%-18.3pp |
| Annual return | 5.32% | -91.57%+96.9pp | -51.70%+57.0pp | 41.45%-36.1pp |
| Employer contribution / active EE | $1,919 | $4,912-60.9% | $3,758-48.9% | $4,869-60.6% |
| Participant deferral / active EE | $6,782 | $5,127+32.3% | $4,311+57.3% | $5,287+28.3% |
| Admin fee / account holder | $479 | $10,252-95.3% | $7,645-93.7% | $10,132-95.3% |