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 | $17,725 | $64,324-72.4% | $118,925-85.1% | $79,858-77.8% |
| Participation rate | 52.3% | 64.9%-12.6pp | 75.4%-23.1pp | 69.6%-17.4pp |
| Annual return | 12.67% | 86.45%-73.8pp | 35.88%-23.2pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,178 | $1,836-35.9% | $3,263-63.9% | $2,471-52.3% |
| Participant deferral / active EE | $1,521 | $2,824-46.1% | $4,265-64.3% | $3,740-59.3% |
| Admin fee / account holder | $493 | $4,040-87.8% | $6,581-92.5% | $5,306-90.7% |