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 | $24,157 | $82,032-70.6% | $123,104-80.4% | $59,632-59.5% |
| Participation rate | 43.1% | 83.2%-40.1pp | 86.8%-43.6pp | 68.7%-25.5pp |
| Annual return | 23.22% | 5.12%+18.1pp | 13.22%+10.0pp | 2041.28%-2018.1pp |
| Employer contribution / active EE | $1,922 | $3,297-41.7% | $5,151-62.7% | $2,203-12.7% |
| Participant deferral / active EE | $3,873 | $4,667-17.0% | $6,230-37.8% | $3,192+21.4% |
| Admin fee / account holder | $3,547 | $5,881-39.7% | $9,015-60.7% | $4,297-17.5% |