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 9-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 | $9,238 | $37,393-75.3% | $77,024-88.0% | $66,914-86.2% |
| Participation rate | 32.8% | 52.9%-20.1pp | 67.9%-35.1pp | 69.8%-37.0pp |
| Annual return | -19.12% | -3.29%-15.8pp | 42.32%-61.4pp | 1.58%-20.7pp |
| Employer contribution / active EE | $683 | $1,531-55.4% | $2,812-75.7% | $2,544-73.2% |
| Participant deferral / active EE | $1,546 | $2,617-40.9% | $4,426-65.1% | $4,237-63.5% |
| Admin fee / account holder | $812 | $567+43.3% | $5,425-85.0% | $593+36.9% |