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 | $9,619 | $60,349-84.1% | $74,183-87.0% | $62,891-84.7% |
| Participation rate | 44.9% | 72.7%-27.8pp | 76.6%-31.7pp | 69.3%-24.4pp |
| Annual return | 9.47% | 21.37%-11.9pp | 17.74%-8.3pp | 20.14%-10.7pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,435 | $2,856-49.7% | $3,550-59.6% | $3,203-55.2% |
| Admin fee / account holder | $728 | $4,261-82.9% | $5,586-87.0% | $4,296-83.1% |