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 | $16,157 | $83,477-80.6% | $125,175-87.1% | $72,985-77.9% |
| Participation rate | 43.6% | 73.3%-29.7pp | 79.8%-36.2pp | 69.5%-25.9pp |
| Annual return | 20.93% | 25.78%-4.9pp | 43.79%-22.9pp | 81.00%-60.1pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,244 | $3,585-9.5% | $4,937-34.3% | $3,607-10.1% |
| Admin fee / account holder | $789 | $5,517-85.7% | $9,702-91.9% | $5,124-84.6% |