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 7-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 | $12,183 | $73,004-83.3% | $90,749-86.6% | $68,494-82.2% |
| Participation rate | 52.5% | 70.8%-18.3pp | 75.7%-23.2pp | 67.9%-15.4pp |
| Annual return | -17.73% | -13.81%-3.9pp | -12.16%-5.6pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,022 | $2,193-53.4% | $2,921-65.0% | $2,596-60.6% |
| Participant deferral / active EE | $1,629 | $3,627-55.1% | $4,564-64.3% | $4,027-59.5% |
| Admin fee / account holder | $405 | $5,896-93.1% | $8,445-95.2% | $5,403-92.5% |