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 7-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 | $18,432 | $80,968-77.2% | $96,544-80.9% | $75,163-75.5% |
| Participation rate | 61.1% | 71.8%-10.7pp | 76.0%-14.9pp | 67.2%-6.1pp |
| Annual return | 18.20% | 27.06%-8.9pp | 25.84%-7.6pp | 160.62%-142.4pp |
| Employer contribution / active EE | $786 | $2,282-65.6% | $2,965-73.5% | $2,670-70.6% |
| Participant deferral / active EE | $2,700 | $3,928-31.3% | $4,851-44.3% | $4,125-34.5% |
| Admin fee / account holder | $1,256 | $6,724-81.3% | $8,252-84.8% | $5,651-77.8% |