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 | $23,964 | $84,556-71.7% | $116,228-79.4% | $74,304-67.7% |
| Participation rate | 45.7% | 66.0%-20.3pp | 74.6%-28.8pp | 60.3%-14.6pp |
| Annual return | 18.94% | 18.35%+0.6pp | 90.06%-71.1pp | 29.43%-10.5pp |
| Employer contribution / active EE | $648 | $2,168-70.1% | $2,994-78.4% | $2,241-71.1% |
| Participant deferral / active EE | $1,707 | $3,814-55.3% | $4,953-65.5% | $3,767-54.7% |
| Admin fee / account holder | $674 | $3,792-82.2% | $11,989-94.4% | $2,969-77.3% |