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 | $20,472 | $93,571-78.1% | $135,903-84.9% | $75,163-72.8% |
| Participation rate | 66.1% | 75.2%-9.1pp | 81.9%-15.8pp | 67.2%-1.1pp |
| Annual return | 16.48% | 30.90%-14.4pp | 68.23%-51.8pp | 160.62%-144.1pp |
| Employer contribution / active EE | $2,512 | $3,537-29.0% | $4,856-48.3% | $2,670-5.9% |
| Participant deferral / active EE | $3,246 | $6,404-49.3% | $7,758-58.2% | $4,125-21.3% |
| Admin fee / account holder | $358 | $6,975-94.9% | $10,762-96.7% | $5,651-93.7% |