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 10-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 | $11,883 | $91,190-87.0% | $178,490-93.3% | $79,858-85.1% |
| Participation rate | 51.9% | 69.2%-17.3pp | 81.9%-30.0pp | 69.6%-17.7pp |
| Annual return | 11.96% | 24.19%-12.2pp | 151.07%-139.1pp | 31.71%-19.8pp |
| Employer contribution / active EE | $518 | $3,256-84.1% | $5,011-89.7% | $2,471-79.0% |
| Participant deferral / active EE | $997 | $3,236-69.2% | $5,202-80.8% | $3,740-73.4% |
| Admin fee / account holder | $1,204 | $6,751-82.2% | $13,984-91.4% | $5,306-77.3% |