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 | $18,598 | $55,214-66.3% | $104,607-82.2% | $73,488-74.7% |
| Participation rate | 28.6% | 67.8%-39.3pp | 74.1%-45.5pp | 70.7%-42.1pp |
| Annual return | 27.36% | 24.79%+2.6pp | 340.46%-313.1pp | 28.51%-1.2pp |
| Employer contribution / active EE | $1,134 | $1,468-22.8% | $2,681-57.7% | $2,270-50.1% |
| Participant deferral / active EE | $1,848 | $2,925-36.8% | $3,740-50.6% | $3,740-50.6% |
| Admin fee / account holder | $1,095 | $424+158.4% | $6,473-83.1% | $513+113.5% |