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 | $31,118 | $91,552-66.0% | $133,956-76.8% | $79,858-61.0% |
| Participation rate | 47.6% | 73.3%-25.7pp | 79.8%-32.2pp | 69.6%-22.0pp |
| Annual return | 16.21% | 61.85%-45.6pp | 45.09%-28.9pp | 31.71%-15.5pp |
| Employer contribution / active EE | $894 | $2,384-62.5% | $3,919-77.2% | $2,471-63.8% |
| Participant deferral / active EE | $1,961 | $3,733-47.5% | $5,048-61.2% | $3,740-47.6% |
| Admin fee / account holder | $1,681 | $6,321-73.4% | $8,927-81.2% | $5,306-68.3% |