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 | $14,281 | $52,580-72.8% | $71,671-80.1% | $70,131-79.6% |
| Participation rate | 55.6% | 60.9%-5.3pp | 68.7%-13.2pp | 69.5%-14.0pp |
| Annual return | 13.03% | 20.25%-7.2pp | 20.65%-7.6pp | 73.14%-60.1pp |
| Employer contribution / active EE | $1,060 | $1,616-34.4% | $2,460-56.9% | $2,342-54.8% |
| Participant deferral / active EE | $1,374 | $2,386-42.4% | $3,438-60.0% | $3,332-58.8% |
| Admin fee / account holder | $922 | $3,653-74.7% | $5,558-83.4% | $4,645-80.1% |