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 5-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 | $15,107 | $101,724-85.1% | $164,813-90.8% | $80,856-81.3% |
| Participation rate | 50.9% | 71.8%-20.9pp | 78.6%-27.7pp | 67.6%-16.7pp |
| Annual return | 14.10% | 16.72%-2.6pp | 69.93%-55.8pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,411 | $2,953-52.2% | $4,341-67.5% | $2,755-48.8% |
| Participant deferral / active EE | $2,591 | $4,477-42.1% | $6,031-57.0% | $4,296-39.7% |
| Admin fee / account holder | $1,489 | $8,227-81.9% | $12,690-88.3% | $6,918-78.5% |