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 | $13,404 | $72,492-81.5% | $87,100-84.6% | $72,985-81.6% |
| Participation rate | 44.0% | 72.8%-28.8pp | 76.9%-32.9pp | 69.5%-25.5pp |
| Annual return | 20.65% | 24.46%-3.8pp | 28.19%-7.5pp | 81.00%-60.4pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,019 | $3,270-38.2% | $4,049-50.1% | $3,607-44.0% |
| Admin fee / account holder | $1,638 | $5,055-67.6% | $7,497-78.1% | $5,124-68.0% |