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 | $14,157 | $94,625-85.0% | $116,228-87.8% | $84,808-83.3% |
| Participation rate | 48.3% | 70.4%-22.2pp | 74.6%-26.3pp | 68.3%-20.0pp |
| Annual return | 15.54% | 20.40%-4.9pp | 90.06%-74.5pp | 40.90%-25.4pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,365 | $3,972-40.5% | $4,953-52.3% | $4,212-43.8% |
| Admin fee / account holder | $1,080 | $10,091-89.3% | $11,989-91.0% | $7,344-85.3% |