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 6-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 | $14,357 | $64,871-77.9% | $129,110-88.9% | $66,914-78.5% |
| Participation rate | 61.6% | 74.0%-12.3pp | 77.3%-15.6pp | 69.8%-8.2pp |
| Annual return | 14.35% | -12.21%+26.6pp | -10.94%+25.3pp | 1.58%+12.8pp |
| Employer contribution / active EE | $2,027 | $3,741-45.8% | $5,052-59.9% | $2,544-20.3% |
| Participant deferral / active EE | $4,346 | $5,090-14.6% | $6,542-33.6% | $4,237+2.6% |
| Admin fee / account holder | $2,893 | $629+360.0% | $14,302-79.8% | $593+387.7% |