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 7-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 | $15,737 | $73,787-78.7% | $98,716-84.1% | $82,448-80.9% |
| Participation rate | 46.1% | 61.4%-15.4pp | 69.3%-23.2pp | 68.1%-22.0pp |
| Annual return | 15.73% | 18.57%-2.8pp | 31.81%-16.1pp | 41.64%-25.9pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,717 | $3,081-44.3% | $4,048-57.6% | $4,139-58.5% |
| Admin fee / account holder | $2,988 | $6,500-54.0% | $8,703-65.7% | $7,234-58.7% |