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 | $28,096 | $86,944-67.7% | $107,525-73.9% | $74,304-62.2% |
| Participation rate | 57.0% | 59.6%-2.5pp | 75.1%-18.1pp | 60.3%-3.3pp |
| Annual return | 16.40% | 23.52%-7.1pp | 181.32%-164.9pp | 29.43%-13.0pp |
| Employer contribution / active EE | $694 | $2,757-74.8% | $3,754-81.5% | $2,241-69.0% |
| Participant deferral / active EE | $2,134 | $3,554-40.0% | $5,116-58.3% | $3,767-43.4% |
| Admin fee / account holder | $3,146 | $3,727-15.6% | $8,919-64.7% | $2,969+6.0% |