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 | $13,401 | $99,652-86.6% | $78,778-83.0% | $147,584-90.9% |
| Participation rate | 36.4% | 76.2%-39.9pp | 69.2%-32.8pp | 82.8%-46.5pp |
| Annual return | 19.69% | 47.28%-27.6pp | 35.62%-15.9pp | 578.55%-558.9pp |
| Employer contribution / active EE | $665 | $2,796-76.2% | $1,986-66.5% | $4,876-86.4% |
| Participant deferral / active EE | $1,214 | $3,664-66.9% | $2,958-59.0% | $5,439-77.7% |
| Admin fee / account holder | $753 | $7,155-89.5% | $5,134-85.3% | $10,885-93.1% |