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 9-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 | $9,836 | $76,552-87.2% | $123,892-92.1% | $62,891-84.4% |
| Participation rate | 17.9% | 73.0%-55.0pp | 81.4%-63.5pp | 69.3%-51.4pp |
| Annual return | 17.57% | 18.68%-1.1pp | 47.52%-29.9pp | 20.14%-2.6pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,481 | $4,840-48.7% | $5,984-58.5% | $3,203-22.5% |
| Admin fee / account holder | $4,082 | $4,826-15.4% | $8,357-51.1% | $4,296-5.0% |