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 | $7,544 | $58,828-87.2% | $77,999-90.3% | $62,891-88.0% |
| Participation rate | 42.1% | 71.1%-29.0pp | 75.5%-33.4pp | 69.3%-27.2pp |
| Annual return | 8.75% | 17.16%-8.4pp | 425.96%-417.2pp | 20.14%-11.4pp |
| Employer contribution / active EE | $965 | $1,672-42.3% | $2,470-60.9% | $2,281-57.7% |
| Participant deferral / active EE | $1,159 | $2,686-56.8% | $3,497-66.9% | $3,203-63.8% |
| Admin fee / account holder | $928 | $4,393-78.9% | $5,480-83.1% | $4,296-78.4% |