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 | $25,607 | $78,485-67.4% | $106,213-75.9% | $74,495-65.6% |
| Participation rate | 60.4% | 72.8%-12.4pp | 75.3%-14.9pp | 67.2%-6.8pp |
| Annual return | 12.19% | 15.95%-3.8pp | 116.14%-104.0pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $1,152 | $2,523-54.3% | $3,171-63.7% | $2,623-56.1% |
| Participant deferral / active EE | $2,640 | $4,322-38.9% | $5,016-47.4% | $4,346-39.3% |
| Admin fee / account holder | $3,714 | $2,232+66.4% | $11,033-66.3% | $1,942+91.3% |