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 | $12,487 | $49,227-74.6% | $70,449-82.3% | $79,858-84.4% |
| Participation rate | 53.4% | 69.2%-15.7pp | 75.1%-21.6pp | 69.6%-16.2pp |
| Annual return | 8.14% | 30.06%-21.9pp | 109.03%-100.9pp | 31.71%-23.6pp |
| Employer contribution / active EE | $738 | $2,099-64.8% | $2,737-73.0% | $2,471-70.1% |
| Participant deferral / active EE | $1,100 | $2,768-60.2% | $3,709-70.3% | $3,740-70.6% |
| Admin fee / account holder | $930 | $2,878-67.7% | $3,845-75.8% | $5,306-82.5% |