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 | $5,454 | $59,839-90.9% | $81,983-93.3% | $79,858-93.2% |
| Participation rate | 50.0% | 61.6%-11.6pp | 69.2%-19.2pp | 69.6%-19.6pp |
| Annual return | 0.00% | 17.56%-17.6pp | 41.31%-41.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $864 | $1,713-49.6% | $2,498-65.4% | $2,471-65.0% |
| Participant deferral / active EE | $1,626 | $2,695-39.7% | $3,722-56.3% | $3,740-56.5% |
| Admin fee / account holder | $384 | $4,287-91.0% | $5,664-93.2% | $5,306-92.8% |