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 4-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 | $9,206 | $58,320-84.2% | $86,436-89.3% | $66,914-86.2% |
| Participation rate | 55.9% | 78.6%-22.7pp | 80.3%-24.4pp | 69.8%-13.9pp |
| Annual return | 0.00% | -9.71%+9.7pp | 4394.89%-4394.9pp | 1.58%-1.6pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $4,400 | $6,899-36.2% | $6,952-36.7% | $4,237+3.8% |
| Admin fee / account holder | $492 | $546-9.8% | $6,731-92.7% | $593-17.0% |