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 | $20,322 | $61,660-67.0% | $80,019-74.6% | $64,186-68.3% |
| Participation rate | 54.7% | 71.7%-17.0pp | 75.8%-21.1pp | 69.6%-14.9pp |
| Annual return | -6.83% | -0.33%-6.5pp | 11.22%-18.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $630 | $1,810-65.2% | $2,468-74.5% | $2,381-73.5% |
| Participant deferral / active EE | $1,801 | $2,968-39.3% | $3,686-51.1% | $3,470-48.1% |
| Admin fee / account holder | $568 | $5,417-89.5% | $6,521-91.3% | $4,888-88.4% |