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 | $9,765 | $47,848-79.6% | $81,478-88.0% | $70,131-86.1% |
| Participation rate | 42.9% | 58.3%-15.4pp | 68.0%-25.1pp | 69.5%-26.7pp |
| Annual return | 18.67% | 27.25%-8.6pp | 38.78%-20.1pp | 73.14%-54.5pp |
| Employer contribution / active EE | $243 | $1,527-84.1% | $2,568-90.5% | $2,342-89.6% |
| Participant deferral / active EE | $973 | $2,453-60.3% | $3,537-72.5% | $3,332-70.8% |
| Admin fee / account holder | $2,604 | $3,145-17.2% | $4,561-42.9% | $4,645-43.9% |