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 | $25,551 | $72,492-64.8% | $87,100-70.7% | $72,985-65.0% |
| Participation rate | 51.1% | 72.8%-21.7pp | 76.9%-25.8pp | 69.5%-18.4pp |
| Annual return | 22.74% | 24.46%-1.7pp | 28.19%-5.4pp | 81.00%-58.3pp |
| Employer contribution / active EE | $946 | $1,894-50.0% | $2,521-62.5% | $2,440-61.2% |
| Participant deferral / active EE | $2,329 | $3,270-28.8% | $4,049-42.5% | $3,607-35.5% |
| Admin fee / account holder | $3,901 | $5,055-22.8% | $7,497-48.0% | $5,124-23.9% |