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 | $10,941 | $83,477-86.9% | $125,175-91.3% | $72,985-85.0% |
| Participation rate | 35.7% | 73.3%-37.6pp | 79.8%-44.1pp | 69.5%-33.8pp |
| Annual return | 54.61% | 25.78%+28.8pp | 43.79%+10.8pp | 81.00%-26.4pp |
| Employer contribution / active EE | $656 | $2,345-72.0% | $3,865-83.0% | $2,440-73.1% |
| Participant deferral / active EE | $1,692 | $3,585-52.8% | $4,937-65.7% | $3,607-53.1% |
| Admin fee / account holder | $1,027 | $5,517-81.4% | $9,702-89.4% | $5,124-80.0% |