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 | $94,031-80.0% | $115,768-83.7% | $82,448-77.2% |
| Participation rate | 58.7% | 70.4%-11.7pp | 74.4%-15.7pp | 68.1%-9.4pp |
| Annual return | 16.83% | 20.61%-3.8pp | 100.46%-83.6pp | 41.64%-24.8pp |
| Employer contribution / active EE | $681 | $2,323-70.7% | $2,940-76.8% | $2,551-73.3% |
| Participant deferral / active EE | $1,962 | $3,972-50.6% | $4,917-60.1% | $4,139-52.6% |
| Admin fee / account holder | $542 | $10,249-94.7% | $12,439-95.6% | $7,234-92.5% |