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 | $11,754 | $67,411-82.6% | $91,001-87.1% | $70,131-83.2% |
| Participation rate | 68.3% | 71.4%-3.1pp | 75.6%-7.3pp | 69.5%-1.2pp |
| Annual return | 12.94% | -40.16%+53.1pp | 4.60%+8.3pp | 73.14%-60.2pp |
| Employer contribution / active EE | $884 | $1,786-50.5% | $2,456-64.0% | $2,342-62.2% |
| Participant deferral / active EE | $1,729 | $2,823-38.8% | $3,547-51.3% | $3,332-48.1% |
| Admin fee / account holder | $1,217 | $4,236-71.3% | $5,417-77.5% | $4,645-73.8% |