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 4-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 | $12,138 | $68,547-82.3% | $120,354-89.9% | $80,856-85.0% |
| Participation rate | 40.0% | 61.6%-21.6pp | 71.9%-31.9pp | 67.6%-27.6pp |
| Annual return | 14.86% | 23.60%-8.7pp | 107.15%-92.3pp | 35.59%-20.7pp |
| Employer contribution / active EE | $845 | $2,051-58.8% | $3,463-75.6% | $2,755-69.3% |
| Participant deferral / active EE | $1,348 | $3,173-57.5% | $4,991-73.0% | $4,296-68.6% |
| Admin fee / account holder | $495 | $5,732-91.4% | $9,423-94.7% | $6,918-92.8% |