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 | $26,971 | $84,556-68.1% | $116,228-76.8% | $74,304-63.7% |
| Participation rate | 53.7% | 66.0%-12.3pp | 74.6%-20.9pp | 60.3%-6.7pp |
| Annual return | 14.51% | 18.35%-3.8pp | 90.06%-75.5pp | 29.43%-14.9pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,994-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,335 | $3,814-38.8% | $4,953-52.9% | $3,767-38.0% |
| Admin fee / account holder | $1,320 | $3,792-65.2% | $11,989-89.0% | $2,969-55.5% |