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 | $12,304 | $41,377-70.3% | $109,313-88.7% | $62,891-80.4% |
| Participation rate | 27.3% | 57.5%-30.3pp | 71.3%-44.0pp | 69.3%-42.0pp |
| Annual return | 10.14% | 11.05%-0.9pp | 22.07%-11.9pp | 20.14%-10.0pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,654 | $2,045-19.1% | $3,166-47.8% | $3,203-48.4% |
| Admin fee / account holder | $2,827 | $2,884-2.0% | $5,666-50.1% | $4,296-34.2% |