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 3-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 | $8,985 | $93,571-90.4% | $135,903-93.4% | $75,163-88.0% |
| Participation rate | 48.0% | 75.2%-27.2pp | 81.9%-33.9pp | 67.2%-19.2pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.23%-68.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,628 | $3,537-54.0% | $4,856-66.5% | $2,670-39.0% |
| Participant deferral / active EE | $2,530 | $6,404-60.5% | $7,758-67.4% | $4,125-38.7% |
| Admin fee / account holder | $444 | $6,975-93.6% | $10,762-95.9% | $5,651-92.1% |