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 | $22,162 | $60,349-63.3% | $74,183-70.1% | $62,891-64.8% |
| Participation rate | 51.2% | 72.7%-21.5pp | 76.6%-25.4pp | 69.3%-18.1pp |
| Annual return | 6.24% | 21.37%-15.1pp | 17.74%-11.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $439 | $1,680-73.9% | $2,370-81.5% | $2,281-80.7% |
| Participant deferral / active EE | $2,217 | $2,856-22.4% | $3,550-37.5% | $3,203-30.8% |
| Admin fee / account holder | $577 | $4,261-86.4% | $5,586-89.7% | $4,296-86.6% |