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 | $16,801 | $65,041-74.2% | $90,951-81.5% | $79,858-79.0% |
| Participation rate | 45.7% | 61.6%-15.9pp | 69.0%-23.3pp | 69.6%-23.9pp |
| Annual return | 15.46% | 30.45%-15.0pp | 134.60%-119.1pp | 31.71%-16.3pp |
| Employer contribution / active EE | $334 | $1,247-73.2% | $2,122-84.2% | $2,471-86.5% |
| Participant deferral / active EE | $1,561 | $2,512-37.9% | $3,373-53.7% | $3,740-58.3% |
| Admin fee / account holder | $2,265 | $4,536-50.1% | $5,959-62.0% | $5,306-57.3% |