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 3-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 | $8,225 | $77,899-89.4% | $149,673-94.5% | $75,163-89.1% |
| Participation rate | 16.7% | 65.6%-48.9pp | 78.8%-62.1pp | 67.2%-50.5pp |
| Annual return | 0.00% | 31.72%-31.7pp | 134.42%-134.4pp | 160.62%-160.6pp |
| Employer contribution / active EE | $499 | $3,137-84.1% | $4,818-89.6% | $2,670-81.3% |
| Participant deferral / active EE | $936 | $3,411-72.6% | $5,680-83.5% | $4,125-77.3% |
| Admin fee / account holder | $1,058 | $5,956-82.2% | $13,210-92.0% | $5,651-81.3% |