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 | $15,594 | $93,571-83.3% | $135,903-88.5% | $75,163-79.3% |
| Participation rate | 36.0% | 75.2%-39.2pp | 81.9%-45.9pp | 67.2%-31.2pp |
| Annual return | 29.11% | 30.90%-1.8pp | 68.23%-39.1pp | 160.62%-131.5pp |
| Employer contribution / active EE | $1,942 | $3,537-45.1% | $4,856-60.0% | $2,670-27.2% |
| Participant deferral / active EE | $3,247 | $6,404-49.3% | $7,758-58.1% | $4,125-21.3% |
| Admin fee / account holder | $610 | $6,975-91.3% | $10,762-94.3% | $5,651-89.2% |