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 | $11,903 | $65,061-81.7% | $143,757-91.7% | $66,914-82.2% |
| Participation rate | 40.9% | 65.2%-24.3pp | 80.3%-39.4pp | 69.8%-28.9pp |
| Annual return | -16.15% | -11.14%-5.0pp | -0.04%-16.1pp | 1.58%-17.7pp |
| Employer contribution / active EE | $567 | $2,361-76.0% | $4,951-88.6% | $2,544-77.7% |
| Participant deferral / active EE | $960 | $2,919-67.1% | $5,637-83.0% | $4,237-77.3% |
| Admin fee / account holder | $785 | $502+56.4% | $14,673-94.7% | $593+32.3% |