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 | $16,054 | $59,805-73.2% | $79,550-79.8% | $68,494-76.6% |
| Participation rate | 46.3% | 61.1%-14.8pp | 69.5%-23.2pp | 67.9%-21.6pp |
| Annual return | -16.00% | -12.30%-3.7pp | 0.16%-16.2pp | -7.84%-8.2pp |
| Employer contribution / active EE | $509 | $1,505-66.2% | $2,413-78.9% | $2,596-80.4% |
| Participant deferral / active EE | $2,783 | $3,024-8.0% | $3,985-30.2% | $4,027-30.9% |
| Admin fee / account holder | $582 | $4,835-88.0% | $6,832-91.5% | $5,403-89.2% |