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 | $14,303 | $63,861-77.6% | $104,607-86.3% | $79,858-82.1% |
| Participation rate | 40.9% | 64.9%-24.0pp | 74.1%-33.2pp | 69.6%-28.7pp |
| Annual return | 21.74% | 21.30%+0.4pp | 340.46%-318.7pp | 31.71%-10.0pp |
| Employer contribution / active EE | $636 | $1,588-60.0% | $2,681-76.3% | $2,471-74.3% |
| Participant deferral / active EE | $1,785 | $2,693-33.7% | $3,740-52.3% | $3,740-52.3% |
| Admin fee / account holder | $465 | $4,185-88.9% | $6,473-92.8% | $5,306-91.2% |