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 9-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 | $22,152 | $60,165-63.2% | $74,183-70.1% | $55,167-59.8% |
| Participation rate | 47.0% | 74.2%-27.2pp | 76.6%-29.6pp | 69.0%-22.0pp |
| Annual return | 7.30% | 10.00%-2.7pp | 17.74%-10.4pp | 169.23%-161.9pp |
| Employer contribution / active EE | $824 | $1,600-48.5% | $2,370-65.2% | $1,963-58.0% |
| Participant deferral / active EE | $1,618 | $2,973-45.6% | $3,550-54.4% | $3,054-47.0% |
| Admin fee / account holder | $1,609 | $419+283.7% | $5,586-71.2% | $504+219.3% |