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 | $8,007 | $72,277-88.9% | $101,248-92.1% | $79,858-90.0% |
| Participation rate | 59.3% | 68.5%-9.2pp | 75.8%-16.5pp | 69.6%-10.4pp |
| Annual return | 19.59% | 22.30%-2.7pp | 46.47%-26.9pp | 31.71%-12.1pp |
| Employer contribution / active EE | $1,115 | $2,692-58.6% | $3,660-69.5% | $2,471-54.9% |
| Participant deferral / active EE | $1,556 | $3,282-52.6% | $4,370-64.4% | $3,740-58.4% |
| Admin fee / account holder | $3,566 | $4,400-19.0% | $5,945-40.0% | $5,306-32.8% |