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 | $8,034 | $59,839-86.6% | $81,983-90.2% | $79,858-89.9% |
| Participation rate | 55.6% | 61.6%-6.1pp | 69.2%-13.7pp | 69.6%-14.1pp |
| Annual return | 32.60% | 17.56%+15.0pp | 41.31%-8.7pp | 31.71%+0.9pp |
| Employer contribution / active EE | $622 | $1,713-63.7% | $2,498-75.1% | $2,471-74.8% |
| Participant deferral / active EE | $2,252 | $2,695-16.5% | $3,722-39.5% | $3,740-39.8% |
| Admin fee / account holder | $557 | $4,287-87.0% | $5,664-90.2% | $5,306-89.5% |