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 6-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 | $18,990 | $87,013-78.2% | $106,213-82.1% | $80,856-76.5% |
| Participation rate | 49.1% | 70.4%-21.3pp | 75.3%-26.2pp | 67.6%-18.5pp |
| Annual return | 12.11% | 17.05%-4.9pp | 116.14%-104.0pp | 35.59%-23.5pp |
| Employer contribution / active EE | $916 | $2,395-61.8% | $3,171-71.1% | $2,755-66.8% |
| Participant deferral / active EE | $2,072 | $3,986-48.0% | $5,016-58.7% | $4,296-51.8% |
| Admin fee / account holder | $1,288 | $8,431-84.7% | $11,033-88.3% | $6,918-81.4% |