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 6-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 | $15,919 | $64,707-75.4% | $112,228-85.8% | $68,494-76.8% |
| Participation rate | 45.5% | 67.2%-21.7pp | 75.1%-29.6pp | 67.9%-22.4pp |
| Annual return | -18.47% | -11.40%-7.1pp | 27.45%-45.9pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,044 | $2,746-62.0% | $3,635-71.3% | $2,596-59.8% |
| Participant deferral / active EE | $2,687 | $3,565-24.6% | $4,728-43.2% | $4,027-33.3% |
| Admin fee / account holder | $2,614 | $5,232-50.0% | $6,410-59.2% | $5,403-51.6% |