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 | $9,418 | $52,279-82.0% | $89,391-89.5% | $79,858-88.2% |
| Participation rate | 34.2% | 57.5%-23.3pp | 68.0%-33.8pp | 69.6%-35.4pp |
| Annual return | 35.26% | 22.16%+13.1pp | 245.62%-210.4pp | 31.71%+3.5pp |
| Employer contribution / active EE | $491 | $1,572-68.7% | $2,586-81.0% | $2,471-80.1% |
| Participant deferral / active EE | $1,531 | $2,740-44.1% | $3,890-60.6% | $3,740-59.1% |
| Admin fee / account holder | $1,541 | $3,356-54.1% | $4,881-68.4% | $5,306-71.0% |