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 8-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 | $7,037 | $81,248-91.3% | $155,509-95.5% | $80,856-91.3% |
| Participation rate | 39.6% | 66.2%-26.6pp | 78.2%-38.6pp | 67.6%-28.1pp |
| Annual return | 17.75% | 33.31%-15.6pp | 64.67%-46.9pp | 35.59%-17.8pp |
| Employer contribution / active EE | $714 | $3,100-77.0% | $4,672-84.7% | $2,755-74.1% |
| Participant deferral / active EE | $1,876 | $3,452-45.7% | $5,626-66.7% | $4,296-56.3% |
| Admin fee / account holder | $10,310 | $7,997+28.9% | $15,912-35.2% | $6,918+49.0% |