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 9-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 | $12,740 | $67,411-81.1% | $91,001-86.0% | $70,131-81.8% |
| Participation rate | 19.2% | 71.4%-52.1pp | 75.6%-56.4pp | 69.5%-50.3pp |
| Annual return | 0.00% | -40.16%+40.2pp | 4.60%-4.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $811 | $1,786-54.6% | $2,456-67.0% | $2,342-65.4% |
| Participant deferral / active EE | $2,702 | $2,823-4.3% | $3,547-23.8% | $3,332-18.9% |
| Admin fee / account holder | $3,480 | $4,236-17.9% | $5,417-35.8% | $4,645-25.1% |