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 | $17,113 | $87,013-80.3% | $106,213-83.9% | $80,856-78.8% |
| Participation rate | 61.1% | 70.4%-9.3pp | 75.3%-14.2pp | 67.6%-6.5pp |
| Annual return | 11.85% | 17.05%-5.2pp | 116.14%-104.3pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,326 | $2,395-44.6% | $3,171-58.2% | $2,755-51.9% |
| Participant deferral / active EE | $3,238 | $3,986-18.8% | $5,016-35.5% | $4,296-24.6% |
| Admin fee / account holder | $1,969 | $8,431-76.6% | $11,033-82.2% | $6,918-71.5% |