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 | $17,182 | $165,335-89.6% | $149,696-88.5% | $158,922-89.2% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 13.97% | 348.15%-334.2pp | 276.60%-262.6pp | 302.83%-288.9pp |
| Employer contribution / active EE | $1,072 | $5,103-79.0% | $4,644-76.9% | $4,761-77.5% |
| Participant deferral / active EE | $2,442 | $7,181-66.0% | $6,842-64.3% | $5,982-59.2% |
| Admin fee / account holder | $6,080 | $10,807-43.7% | $9,309-34.7% | $11,246-45.9% |