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 | $13,903 | $57,354-75.8% | $83,848-83.4% | $64,186-78.3% |
| Participation rate | 46.0% | 68.6%-22.6pp | 76.1%-30.1pp | 69.6%-23.6pp |
| Annual return | -7.41% | 11.38%-18.8pp | 850.88%-858.3pp | 7.63%-15.0pp |
| Employer contribution / active EE | $681 | $2,545-73.2% | $3,631-81.2% | $2,381-71.4% |
| Participant deferral / active EE | $2,028 | $2,993-32.3% | $4,082-50.3% | $3,470-41.6% |
| Admin fee / account holder | $2,237 | $4,046-44.7% | $5,478-59.2% | $4,888-54.2% |