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 | $15,802 | $51,620-69.4% | $90,281-82.5% | $65,185-75.8% |
| Participation rate | 31.8% | 68.6%-36.9pp | 73.3%-41.5pp | 70.2%-38.4pp |
| Annual return | 30.22% | 24.94%+5.3pp | 78.10%-47.9pp | 29.38%+0.8pp |
| Employer contribution / active EE | $0 | $2,235-100.0% | $2,854-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,843 | $2,871-35.8% | $3,885-52.6% | $3,514-47.5% |
| Admin fee / account holder | $699 | $384+81.8% | $5,351-86.9% | $847-17.5% |