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 | $14,843 | $125,758-88.2% | $169,993-91.3% | $75,163-80.3% |
| Participation rate | 55.6% | 83.6%-28.0pp | 87.0%-31.4pp | 67.2%-11.6pp |
| Annual return | 22.01% | 27.20%-5.2pp | 53.37%-31.4pp | 160.62%-138.6pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,561 | $6,837-33.3% | $10,408-56.2% | $4,125+10.6% |
| Admin fee / account holder | $1,212 | $8,173-85.2% | $12,815-90.5% | $5,651-78.5% |