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 | $27,473 | $87,841-68.7% | $133,980-79.5% | $62,891-56.3% |
| Participation rate | 45.0% | 83.4%-38.4pp | 87.1%-42.1pp | 69.3%-24.3pp |
| Annual return | 11.44% | 12.05%-0.6pp | 29.30%-17.9pp | 20.14%-8.7pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,946 | $4,812+2.8% | $6,282-21.3% | $3,203+54.4% |
| Admin fee / account holder | $2,113 | $5,371-60.7% | $9,324-77.3% | $4,296-50.8% |