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 6-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 | $38,452 | $138,347-72.2% | $184,203-79.1% | $80,856-52.4% |
| Participation rate | 65.8% | 83.9%-18.1pp | 86.8%-21.1pp | 67.6%-1.9pp |
| Annual return | 16.60% | 20.02%-3.4pp | 28.81%-12.2pp | 35.59%-19.0pp |
| Employer contribution / active EE | $1,663 | $4,850-65.7% | $6,427-74.1% | $2,755-39.6% |
| Participant deferral / active EE | $6,327 | $7,071-10.5% | $9,131-30.7% | $4,296+47.3% |
| Admin fee / account holder | $1,860 | $10,483-82.3% | $13,901-86.6% | $6,918-73.1% |