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 | $10,107 | $39,122-74.2% | $57,179-82.3% | $62,891-83.9% |
| Participation rate | 46.9% | 70.5%-23.6pp | 75.3%-28.5pp | 69.3%-22.4pp |
| Annual return | 6.82% | 9.23%-2.4pp | 14.59%-7.8pp | 20.14%-13.3pp |
| Employer contribution / active EE | $709 | $1,874-62.2% | $2,682-73.6% | $2,281-68.9% |
| Participant deferral / active EE | $1,754 | $2,374-26.1% | $3,096-43.4% | $3,203-45.3% |
| Admin fee / account holder | $880 | $2,592-66.0% | $3,139-72.0% | $4,296-79.5% |