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 | $20,212 | $71,883-71.9% | $86,677-76.7% | $68,494-70.5% |
| Participation rate | 50.9% | 72.2%-21.4pp | 76.6%-25.7pp | 67.9%-17.0pp |
| Annual return | -16.83% | 3.52%-20.4pp | 35.91%-52.7pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,507 | $2,173-30.7% | $2,836-46.9% | $2,596-42.0% |
| Participant deferral / active EE | $2,371 | $3,779-37.3% | $4,656-49.1% | $4,027-41.1% |
| Admin fee / account holder | $2,219 | $6,112-63.7% | $7,493-70.4% | $5,403-58.9% |