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 | $12,693 | $58,851-78.4% | $115,157-89.0% | $72,985-82.6% |
| Participation rate | 58.7% | 65.5%-6.9pp | 75.9%-17.2pp | 69.5%-10.8pp |
| Annual return | 18.19% | 23.16%-5.0pp | 35.60%-17.4pp | 81.00%-62.8pp |
| Employer contribution / active EE | $1,226 | $1,798-31.8% | $3,179-61.4% | $2,440-49.7% |
| Participant deferral / active EE | $1,469 | $2,643-44.4% | $4,168-64.8% | $3,607-59.3% |
| Admin fee / account holder | $485 | $6,370-92.4% | $7,088-93.2% | $5,124-90.5% |