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 | $17,134 | $65,041-73.7% | $90,951-81.2% | $79,858-78.5% |
| Participation rate | 56.8% | 61.6%-4.8pp | 69.0%-12.2pp | 69.6%-12.8pp |
| Annual return | 12.36% | 30.45%-18.1pp | 134.60%-122.2pp | 31.71%-19.4pp |
| Employer contribution / active EE | $588 | $1,247-52.8% | $2,122-72.3% | $2,471-76.2% |
| Participant deferral / active EE | $1,698 | $2,512-32.4% | $3,373-49.7% | $3,740-54.6% |
| Admin fee / account holder | $4,286 | $4,536-5.5% | $5,959-28.1% | $5,306-19.2% |