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 | $31,869 | $99,985-68.1% | $146,665-78.3% | $85,850-62.9% |
| Participation rate | 56.0% | 73.1%-17.1pp | 80.1%-24.1pp | 69.3%-13.3pp |
| Annual return | 16.33% | 18.93%-2.6pp | 22.74%-6.4pp | 318.53%-302.2pp |
| Employer contribution / active EE | $1,887 | $2,559-26.3% | $4,136-54.4% | $2,565-26.4% |
| Participant deferral / active EE | $5,656 | $4,006+41.2% | $5,506+2.7% | $3,952+43.1% |
| Admin fee / account holder | $1,090 | $7,702-85.8% | $10,280-89.4% | $6,260-82.6% |