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 | $25,275 | $67,411-62.5% | $91,001-72.2% | $70,131-64.0% |
| Participation rate | 52.4% | 71.4%-19.0pp | 75.6%-23.2pp | 69.5%-17.2pp |
| Annual return | 15.05% | -40.16%+55.2pp | 4.60%+10.5pp | 73.14%-58.1pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,353 | $2,823-52.1% | $3,547-61.9% | $3,332-59.4% |
| Admin fee / account holder | $2,272 | $4,236-46.4% | $5,417-58.1% | $4,645-51.1% |