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 8-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 | $18,813 | $94,625-80.1% | $116,228-83.8% | $84,808-77.8% |
| Participation rate | 58.7% | 70.4%-11.8pp | 74.6%-15.9pp | 68.3%-9.6pp |
| Annual return | 16.83% | 20.40%-3.6pp | 90.06%-73.2pp | 40.90%-24.1pp |
| Employer contribution / active EE | $681 | $2,347-71.0% | $2,994-77.3% | $2,631-74.1% |
| Participant deferral / active EE | $1,962 | $3,972-50.6% | $4,953-60.4% | $4,212-53.4% |
| Admin fee / account holder | $542 | $10,091-94.6% | $11,989-95.5% | $7,344-92.6% |