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 | $11,014 | $76,552-85.6% | $123,892-91.1% | $62,891-82.5% |
| Participation rate | 21.2% | 73.0%-51.8pp | 81.4%-60.2pp | 69.3%-48.1pp |
| Annual return | 11.41% | 18.68%-7.3pp | 47.52%-36.1pp | 20.14%-8.7pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,464 | $4,840-49.1% | $5,984-58.8% | $3,203-23.1% |
| Admin fee / account holder | $936 | $4,826-80.6% | $8,357-88.8% | $4,296-78.2% |