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 4-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 | $7,630 | $60,892-87.5% | $82,389-90.7% | $84,808-91.0% |
| Participation rate | 54.8% | 63.3%-8.4pp | 69.5%-14.7pp | 68.3%-13.5pp |
| Annual return | 16.64% | 37.29%-20.7pp | 28.67%-12.0pp | 40.90%-24.3pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,034 | $3,179-36.0% | $4,155-51.1% | $4,212-51.7% |
| Admin fee / account holder | $2,477 | $5,467-54.7% | $7,231-65.7% | $7,344-66.3% |