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 | $9,095 | $52,279-82.6% | $89,391-89.8% | $79,858-88.6% |
| Participation rate | 19.1% | 57.5%-38.4pp | 68.0%-48.8pp | 69.6%-50.5pp |
| Annual return | 22.81% | 22.16%+0.7pp | 245.62%-222.8pp | 31.71%-8.9pp |
| Employer contribution / active EE | $240 | $1,572-84.8% | $2,586-90.7% | $2,471-90.3% |
| Participant deferral / active EE | $1,031 | $2,740-62.4% | $3,890-73.5% | $3,740-72.4% |
| Admin fee / account holder | $714 | $3,356-78.7% | $4,881-85.4% | $5,306-86.5% |