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 | $23,111 | $71,883-67.8% | $86,677-73.3% | $68,494-66.3% |
| Participation rate | 52.2% | 72.2%-20.1pp | 76.6%-24.4pp | 67.9%-15.7pp |
| Annual return | -16.19% | 3.52%-19.7pp | 35.91%-52.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,028 | $2,173-52.7% | $2,836-63.8% | $2,596-60.4% |
| Participant deferral / active EE | $3,088 | $3,779-18.3% | $4,656-33.7% | $4,027-23.3% |
| Admin fee / account holder | $1,483 | $6,112-75.7% | $7,493-80.2% | $5,403-72.5% |