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 | $4,800 | $37,426-87.2% | $77,482-93.8% | $79,858-94.0% |
| Participation rate | 32.4% | 41.5%-9.2pp | 54.2%-21.8pp | 69.6%-37.3pp |
| Annual return | 22.44% | 39.70%-17.3pp | 54.79%-32.3pp | 31.71%-9.3pp |
| Employer contribution / active EE | $321 | $637-49.6% | $986-67.5% | $2,471-87.0% |
| Participant deferral / active EE | $520 | $1,260-58.8% | $1,861-72.1% | $3,740-86.1% |
| Admin fee / account holder | $586 | $2,504-76.6% | $2,858-79.5% | $5,306-89.0% |