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 | $7,236 | $53,127-86.4% | $86,590-91.6% | $70,131-89.7% |
| Participation rate | 55.6% | 65.3%-9.8pp | 73.5%-18.0pp | 69.5%-14.0pp |
| Annual return | 13.47% | 27.66%-14.2pp | 964.84%-951.4pp | 73.14%-59.7pp |
| Employer contribution / active EE | $489 | $2,068-76.3% | $2,839-82.8% | $2,342-79.1% |
| Participant deferral / active EE | $1,482 | $2,696-45.0% | $3,609-58.9% | $3,332-55.5% |
| Admin fee / account holder | $325 | $3,585-90.9% | $4,906-93.4% | $4,645-93.0% |