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 | $27,095 | $86,929-68.8% | $102,423-73.5% | $80,856-66.5% |
| Participation rate | 48.1% | 72.4%-24.3pp | 76.5%-28.4pp | 67.6%-19.6pp |
| Annual return | 26.26% | 18.88%+7.4pp | 29.32%-3.1pp | 35.59%-9.3pp |
| Employer contribution / active EE | $1,553 | $2,369-34.4% | $3,023-48.6% | $2,755-43.6% |
| Participant deferral / active EE | $3,177 | $4,118-22.9% | $5,053-37.1% | $4,296-26.0% |
| Admin fee / account holder | $1,466 | $8,049-81.8% | $9,451-84.5% | $6,918-78.8% |