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 | $24,344 | $87,013-72.0% | $106,213-77.1% | $80,856-69.9% |
| Participation rate | 59.5% | 70.4%-10.9pp | 75.3%-15.8pp | 67.6%-8.1pp |
| Annual return | 13.36% | 17.05%-3.7pp | 116.14%-102.8pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,673 | $2,395-30.2% | $3,171-47.3% | $2,755-39.3% |
| Participant deferral / active EE | $3,740 | $3,986-6.2% | $5,016-25.4% | $4,296-12.9% |
| Admin fee / account holder | $754 | $8,431-91.1% | $11,033-93.2% | $6,918-89.1% |