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 9-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 | $19,313 | $81,446-76.3% | $103,374-81.3% | $80,874-76.1% |
| Participation rate | 36.7% | 66.9%-30.2pp | 74.5%-37.8pp | 67.6%-31.0pp |
| Annual return | 26.16% | 25.57%+0.6pp | 24.89%+1.3pp | 35.62%-9.5pp |
| Employer contribution / active EE | $967 | $3,107-68.9% | $3,869-75.0% | $2,756-64.9% |
| Participant deferral / active EE | $1,694 | $3,870-56.2% | $5,058-66.5% | $4,297-60.6% |
| Admin fee / account holder | $4,007 | $6,715-40.3% | $8,394-52.3% | $6,935-42.2% |