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 8-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 | $7,632 | $77,899-90.2% | $149,673-94.9% | $75,163-89.8% |
| Participation rate | 34.1% | 65.6%-31.4pp | 78.8%-44.6pp | 67.2%-33.0pp |
| Annual return | 18.67% | 31.72%-13.0pp | 134.42%-115.7pp | 160.62%-141.9pp |
| Employer contribution / active EE | $570 | $3,137-81.8% | $4,818-88.2% | $2,670-78.7% |
| Participant deferral / active EE | $1,463 | $3,411-57.1% | $5,680-74.2% | $4,125-64.5% |
| Admin fee / account holder | $937 | $5,956-84.3% | $13,210-92.9% | $5,651-83.4% |