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 | $21,351 | $71,883-70.3% | $86,677-75.4% | $68,494-68.8% |
| Participation rate | 56.8% | 72.2%-15.5pp | 76.6%-19.8pp | 67.9%-11.1pp |
| Annual return | -15.86% | 3.52%-19.4pp | 35.91%-51.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,179 | $2,173-45.8% | $2,836-58.4% | $2,596-54.6% |
| Participant deferral / active EE | $3,015 | $3,779-20.2% | $4,656-35.2% | $4,027-25.1% |
| Admin fee / account holder | $2,425 | $6,112-60.3% | $7,493-67.6% | $5,403-55.1% |