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 | $22,690 | $80,753-71.9% | $136,294-83.4% | $62,292-63.6% |
| Participation rate | 45.4% | 73.5%-28.2pp | 81.9%-36.5pp | 69.5%-24.1pp |
| Annual return | 23.29% | 35.83%-12.5pp | 5155.94%-5132.6pp | 28.90%-5.6pp |
| Employer contribution / active EE | $1,674 | $2,884-42.0% | $4,695-64.4% | $2,042-18.0% |
| Participant deferral / active EE | $2,803 | $5,164-45.7% | $6,247-55.1% | $3,169-11.5% |
| Admin fee / account holder | $674 | $525+28.3% | $9,243-92.7% | $479+40.6% |