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 5-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 | $29,703 | $95,803-69.0% | $113,168-73.8% | $84,808-65.0% |
| Participation rate | 48.6% | 72.9%-24.3pp | 76.6%-28.0pp | 68.3%-19.7pp |
| Annual return | 15.44% | 25.00%-9.6pp | 24.27%-8.8pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,436 | $2,360-39.1% | $2,975-51.7% | $2,631-45.4% |
| Participant deferral / active EE | $2,798 | $4,242-34.0% | $5,107-45.2% | $4,212-33.6% |
| Admin fee / account holder | $1,416 | $8,989-84.2% | $12,068-88.3% | $7,344-80.7% |