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 8-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 | $11,375 | $72,277-84.3% | $101,248-88.8% | $79,858-85.8% |
| Participation rate | 61.0% | 68.5%-7.4pp | 75.8%-14.8pp | 69.6%-8.6pp |
| Annual return | 17.70% | 22.30%-4.6pp | 46.47%-28.8pp | 31.71%-14.0pp |
| Employer contribution / active EE | $1,679 | $2,692-37.6% | $3,660-54.1% | $2,471-32.1% |
| Participant deferral / active EE | $2,762 | $3,282-15.8% | $4,370-36.8% | $3,740-26.2% |
| Admin fee / account holder | $2,609 | $4,400-40.7% | $5,945-56.1% | $5,306-50.8% |