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 | $29,531 | $109,359-73.0% | $162,163-81.8% | $72,985-59.5% |
| Participation rate | 64.9% | 84.3%-19.3pp | 87.6%-22.6pp | 69.5%-4.6pp |
| Annual return | 25.72% | 25.46%+0.3pp | 115.59%-89.9pp | 81.00%-55.3pp |
| Employer contribution / active EE | $1,609 | $3,907-58.8% | $5,614-71.3% | $2,440-34.1% |
| Participant deferral / active EE | $3,620 | $5,481-33.9% | $7,298-50.4% | $3,607+0.4% |
| Admin fee / account holder | $4,207 | $7,972-47.2% | $10,843-61.2% | $5,124-17.9% |