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 | $18,058 | $85,766-78.9% | $136,294-86.8% | $70,131-74.3% |
| Participation rate | 35.8% | 74.2%-38.3pp | 81.9%-46.1pp | 69.5%-33.7pp |
| Annual return | 16.14% | 31.45%-15.3pp | 5155.94%-5139.8pp | 73.14%-57.0pp |
| Employer contribution / active EE | $866 | $2,966-70.8% | $4,695-81.6% | $2,342-63.0% |
| Participant deferral / active EE | $2,225 | $5,051-56.0% | $6,247-64.4% | $3,332-33.2% |
| Admin fee / account holder | $6,901 | $5,420+27.3% | $9,243-25.3% | $4,645+48.6% |