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 | $3,760 | $80,717-95.3% | $154,803-97.6% | $84,808-95.6% |
| Participation rate | 34.0% | 66.8%-32.8pp | 78.1%-44.1pp | 68.3%-34.3pp |
| Annual return | 16.81% | 37.96%-21.1pp | 58.88%-42.1pp | 40.90%-24.1pp |
| Employer contribution / active EE | $649 | $2,761-76.5% | $4,305-84.9% | $2,631-75.3% |
| Participant deferral / active EE | $899 | $3,303-72.8% | $5,540-83.8% | $4,212-78.7% |
| Admin fee / account holder | $1,502 | $6,746-77.7% | $14,329-89.5% | $7,344-79.5% |