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 | $11,517 | $59,839-80.8% | $81,983-86.0% | $79,858-85.6% |
| Participation rate | 69.6% | 61.6%+8.0pp | 69.2%+0.4pp | 69.6%0pp |
| Annual return | 21.53% | 17.56%+4.0pp | 41.31%-19.8pp | 31.71%-10.2pp |
| Employer contribution / active EE | $380 | $1,713-77.9% | $2,498-84.8% | $2,471-84.6% |
| Participant deferral / active EE | $1,527 | $2,695-43.4% | $3,722-59.0% | $3,740-59.2% |
| Admin fee / account holder | $719 | $4,287-83.2% | $5,664-87.3% | $5,306-86.5% |