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 7-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 | $10,881 | $44,642-75.6% | $91,220-88.1% | $66,914-83.7% |
| Participation rate | 53.1% | 64.9%-11.8pp | 73.2%-20.1pp | 69.8%-16.7pp |
| Annual return | -17.00% | -12.29%-4.7pp | 114.01%-131.0pp | 1.58%-18.6pp |
| Employer contribution / active EE | $728 | $1,706-57.3% | $2,850-74.5% | $2,544-71.4% |
| Participant deferral / active EE | $1,514 | $3,349-54.8% | $4,234-64.2% | $4,237-64.3% |
| Admin fee / account holder | $1,568 | $521+200.7% | $5,420-71.1% | $593+164.3% |