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 | $11,535 | $105,630-89.1% | $87,507-86.8% | $273,961-95.8% |
| Participation rate | 62.5% | 78.2%-15.7pp | 73.8%-11.3pp | 83.0%-20.5pp |
| Annual return | 3.88% | 12.25%-8.4pp | 12.21%-8.3pp | 41.45%-37.6pp |
| Employer contribution / active EE | $354 | $3,141-88.7% | $2,550-86.1% | $4,869-92.7% |
| Participant deferral / active EE | $465 | $3,601-87.1% | $3,149-85.2% | $5,287-91.2% |
| Admin fee / account holder | $355 | $4,781-92.6% | $4,221-91.6% | $10,132-96.5% |