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 | $15,945 | $64,121-75.1% | $78,805-79.8% | $116,875-86.4% |
| Participation rate | 48.3% | 71.0%-22.6pp | 73.6%-25.2pp | 74.5%-26.2pp |
| Annual return | 18.50% | 16.32%+2.2pp | -2.71%+21.2pp | 16.29%+2.2pp |
| Employer contribution / active EE | $809 | $2,257-64.2% | $4,059-80.1% | $3,288-75.4% |
| Participant deferral / active EE | $1,398 | $2,757-49.3% | $3,584-61.0% | $3,885-64.0% |
| Admin fee / account holder | $1,132 | $5,745-80.3% | $5,677-80.1% | $12,263-90.8% |