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 5-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 | $12,390 | $100,754-87.7% | $86,677-85.7% | $134,475-90.8% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -17.67% | 29.04%-46.7pp | 35.91%-53.6pp | 417.96%-435.6pp |
| Employer contribution / active EE | $2,010 | $3,489-42.4% | $2,836-29.1% | $4,740-57.6% |
| Participant deferral / active EE | $3,302 | $5,338-38.1% | $4,656-29.1% | $6,400-48.4% |
| Admin fee / account holder | $3,181 | $10,926-70.9% | $7,493-57.5% | $11,426-72.2% |