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 8-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 | $2,663 | $37,426-92.9% | $77,482-96.6% | $79,858-96.7% |
| Participation rate | 39.5% | 41.5%-2.0pp | 54.2%-14.7pp | 69.6%-30.2pp |
| Annual return | 21.92% | 39.70%-17.8pp | 54.79%-32.9pp | 31.71%-9.8pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $558 | $1,260-55.7% | $1,861-70.0% | $3,740-85.1% |
| Admin fee / account holder | $505 | $2,504-79.8% | $2,858-82.3% | $5,306-90.5% |