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 6-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 | $32,065 | $148,978-78.5% | $200,582-84.0% | $84,808-62.2% |
| Participation rate | 54.1% | 84.2%-30.1pp | 86.9%-32.8pp | 68.3%-14.2pp |
| Annual return | 16.90% | 28.16%-11.3pp | 42.33%-25.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,433 | $7,142-37.9% | $9,331-52.5% | $4,212+5.3% |
| Admin fee / account holder | $5,440 | $13,977-61.1% | $16,305-66.6% | $7,344-25.9% |