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 | $8,618 | $95,193-90.9% | $76,523-88.7% | $135,375-93.6% |
| Participation rate | 26.7% | 74.4%-47.7pp | 68.0%-41.3pp | 82.6%-56.0pp |
| Annual return | -6.64% | 4.85%-11.5pp | -0.27%-6.4pp | 519.73%-526.4pp |
| Employer contribution / active EE | $311 | $3,302-90.6% | $2,647-88.2% | $4,779-93.5% |
| Participant deferral / active EE | $2,001 | $4,639-56.9% | $3,835-47.8% | $5,609-64.3% |
| Admin fee / account holder | $1,725 | $6,249-72.4% | $4,848-64.4% | $10,827-84.1% |