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 8-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 | $13,238 | $59,839-77.9% | $81,983-83.9% | $79,858-83.4% |
| Participation rate | 52.1% | 61.6%-9.5pp | 69.2%-17.1pp | 69.6%-17.5pp |
| Annual return | 14.08% | 17.56%-3.5pp | 41.31%-27.2pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,235 | $1,713-27.9% | $2,498-50.5% | $2,471-50.0% |
| Participant deferral / active EE | $2,122 | $2,695-21.3% | $3,722-43.0% | $3,740-43.3% |
| Admin fee / account holder | $2,875 | $4,287-32.9% | $5,664-49.2% | $5,306-45.8% |