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 | $7,918 | $76,912-89.7% | $129,110-93.9% | $68,494-88.4% |
| Participation rate | 45.2% | 69.1%-24.0pp | 77.3%-32.1pp | 67.9%-22.7pp |
| Annual return | 0.00% | -9.78%+9.8pp | -10.94%+10.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,626 | $3,243-49.9% | $5,052-67.8% | $2,596-37.4% |
| Participant deferral / active EE | $2,770 | $4,732-41.5% | $6,542-57.7% | $4,027-31.2% |
| Admin fee / account holder | $1,484 | $6,638-77.6% | $14,302-89.6% | $5,403-72.5% |