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 8-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 | $9,951 | $73,933-86.5% | $96,683-89.7% | $75,163-86.8% |
| Participation rate | 59.4% | 66.4%-7.0pp | 74.3%-15.0pp | 67.2%-7.8pp |
| Annual return | 21.22% | 26.70%-5.5pp | 35.69%-14.5pp | 160.62%-139.4pp |
| Employer contribution / active EE | $952 | $2,928-67.5% | $3,737-74.5% | $2,670-64.3% |
| Participant deferral / active EE | $2,277 | $3,659-37.8% | $4,878-53.3% | $4,125-44.8% |
| Admin fee / account holder | $1,503 | $5,216-71.2% | $6,730-77.7% | $5,651-73.4% |