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 | $18,846 | $78,422-76.0% | $95,952-80.4% | $79,858-76.4% |
| Participation rate | 60.4% | 73.5%-13.1pp | 77.1%-16.7pp | 69.6%-9.3pp |
| Annual return | 18.17% | 19.37%-1.2pp | 91.61%-73.4pp | 31.71%-13.5pp |
| Employer contribution / active EE | $1,077 | $1,945-44.6% | $2,541-57.6% | $2,471-56.4% |
| Participant deferral / active EE | $2,163 | $3,440-37.1% | $4,167-48.1% | $3,740-42.2% |
| Admin fee / account holder | $813 | $5,622-85.5% | $6,795-88.0% | $5,306-84.7% |