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 | $28,008 | $95,803-70.8% | $113,168-75.3% | $84,808-67.0% |
| Participation rate | 35.9% | 72.9%-37.0pp | 76.6%-40.7pp | 68.3%-32.4pp |
| Annual return | 16.93% | 25.00%-8.1pp | 24.27%-7.3pp | 40.90%-24.0pp |
| Employer contribution / active EE | $740 | $2,360-68.6% | $2,975-75.1% | $2,631-71.9% |
| Participant deferral / active EE | $2,920 | $4,242-31.2% | $5,107-42.8% | $4,212-30.7% |
| Admin fee / account holder | $3,585 | $8,989-60.1% | $12,068-70.3% | $7,344-51.2% |