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 | $31,011 | $125,758-75.3% | $169,993-81.8% | $75,163-58.7% |
| Participation rate | 62.5% | 83.6%-21.1pp | 87.0%-24.5pp | 67.2%-4.7pp |
| Annual return | 60.91% | 27.20%+33.7pp | 53.37%+7.5pp | 160.62%-99.7pp |
| Employer contribution / active EE | $2,196 | $4,615-52.4% | $6,785-67.6% | $2,670-17.7% |
| Participant deferral / active EE | $5,844 | $6,837-14.5% | $10,408-43.8% | $4,125+41.7% |
| Admin fee / account holder | $3,765 | $8,173-53.9% | $12,815-70.6% | $5,651-33.4% |