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 | $9,400 | $99,341-90.5% | $84,750-88.9% | $273,961-96.6% |
| Participation rate | 63.6% | 80.7%-17.1pp | 76.6%-13.0pp | 83.0%-19.4pp |
| Annual return | 3.24% | 22.93%-19.7pp | 22.78%-19.5pp | 41.45%-38.2pp |
| Employer contribution / active EE | $3,125 | $4,214-25.8% | $3,574-12.6% | $4,869-35.8% |
| Participant deferral / active EE | $2,307 | $4,269-46.0% | $3,712-37.8% | $5,287-56.4% |
| Admin fee / account holder | $1,765 | $6,644-73.4% | $5,332-66.9% | $10,132-82.6% |