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 | $9,620 | $88,707-89.2% | $74,183-87.0% | $273,961-96.5% |
| Participation rate | 60.9% | 79.4%-18.6pp | 76.6%-15.7pp | 83.0%-22.1pp |
| Annual return | 8.87% | 11.94%-3.1pp | 17.74%-8.9pp | 41.45%-32.6pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,245 | $4,212-46.7% | $3,550-36.7% | $5,287-57.5% |
| Admin fee / account holder | $1,053 | $8,717-87.9% | $5,586-81.1% | $10,132-89.6% |