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 | $13,166 | $91,190-85.6% | $178,490-92.6% | $79,858-83.5% |
| Participation rate | 53.2% | 69.2%-16.0pp | 81.9%-28.8pp | 69.6%-16.5pp |
| Annual return | 18.19% | 24.19%-6.0pp | 151.07%-132.9pp | 31.71%-13.5pp |
| Employer contribution / active EE | $490 | $3,256-85.0% | $5,011-90.2% | $2,471-80.2% |
| Participant deferral / active EE | $1,471 | $3,236-54.5% | $5,202-71.7% | $3,740-60.7% |
| Admin fee / account holder | $821 | $6,751-87.8% | $13,984-94.1% | $5,306-84.5% |