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 7-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 | $34,164 | $87,870-61.1% | $113,168-69.8% | $74,304-54.0% |
| Participation rate | 41.9% | 70.7%-28.8pp | 76.6%-34.6pp | 60.3%-18.4pp |
| Annual return | 13.77% | 26.44%-12.7pp | 24.27%-10.5pp | 29.43%-15.7pp |
| Employer contribution / active EE | $676 | $2,277-70.3% | $2,975-77.3% | $2,241-69.9% |
| Participant deferral / active EE | $2,334 | $4,241-45.0% | $5,107-54.3% | $3,767-38.0% |
| Admin fee / account holder | $2,555 | $3,368-24.1% | $12,068-78.8% | $2,969-13.9% |