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 | $20,160 | $58,512-65.5% | $84,015-76.0% | $72,985-72.4% |
| Participation rate | 42.9% | 61.2%-18.4pp | 69.0%-26.2pp | 69.5%-26.6pp |
| Annual return | 21.84% | 28.93%-7.1pp | 71.31%-49.5pp | 81.00%-59.2pp |
| Employer contribution / active EE | $366 | $1,163-68.5% | $1,983-81.5% | $2,440-85.0% |
| Participant deferral / active EE | $1,173 | $2,394-51.0% | $3,239-63.8% | $3,607-67.5% |
| Admin fee / account holder | $1,835 | $4,569-59.8% | $6,101-69.9% | $5,124-64.2% |