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 | $19,378 | $83,477-76.8% | $125,175-84.5% | $72,985-73.4% |
| Participation rate | 61.8% | 73.3%-11.5pp | 79.8%-18.0pp | 69.5%-7.7pp |
| Annual return | 23.18% | 25.78%-2.6pp | 43.79%-20.6pp | 81.00%-57.8pp |
| Employer contribution / active EE | $1,208 | $2,345-48.5% | $3,865-68.8% | $2,440-50.5% |
| Participant deferral / active EE | $1,989 | $3,585-44.5% | $4,937-59.7% | $3,607-44.9% |
| Admin fee / account holder | $2,020 | $5,517-63.4% | $9,702-79.2% | $5,124-60.6% |