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 | $20,993 | $127,386-83.5% | $115,037-81.8% | $125,391-83.3% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -2.58% | 31.28%-33.9pp | 26.14%-28.7pp | 282.22%-284.8pp |
| Employer contribution / active EE | $2,064 | $5,166-60.1% | $4,608-55.2% | $4,866-57.6% |
| Participant deferral / active EE | $4,068 | $6,423-36.7% | $6,026-32.5% | $5,352-24.0% |
| Admin fee / account holder | $449 | $9,516-95.3% | $8,175-94.5% | $9,540-95.3% |