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 7-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 | $18,331 | $72,277-74.6% | $101,248-81.9% | $79,858-77.0% |
| Participation rate | 44.7% | 68.5%-23.7pp | 75.8%-31.1pp | 69.6%-24.9pp |
| Annual return | 25.57% | 22.30%+3.3pp | 46.47%-20.9pp | 31.71%-6.1pp |
| Employer contribution / active EE | $887 | $2,692-67.1% | $3,660-75.8% | $2,471-64.1% |
| Participant deferral / active EE | $1,797 | $3,282-45.2% | $4,370-58.9% | $3,740-52.0% |
| Admin fee / account holder | $1,009 | $4,400-77.1% | $5,945-83.0% | $5,306-81.0% |