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 | $11,663 | $71,883-83.8% | $86,677-86.5% | $68,494-83.0% |
| Participation rate | 50.0% | 72.2%-22.2pp | 76.6%-26.6pp | 67.9%-17.9pp |
| Annual return | -8.87% | 3.52%-12.4pp | 35.91%-44.8pp | -7.84%-1.0pp |
| Employer contribution / active EE | $949 | $2,173-56.3% | $2,836-66.6% | $2,596-63.5% |
| Participant deferral / active EE | $1,887 | $3,779-50.1% | $4,656-59.5% | $4,027-53.1% |
| Admin fee / account holder | $976 | $6,112-84.0% | $7,493-87.0% | $5,403-81.9% |