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 | $11,810 | $73,981-84.0% | $105,722-88.8% | $62,891-81.2% |
| Participation rate | 55.2% | 71.7%-16.5pp | 78.9%-23.7pp | 69.3%-14.1pp |
| Annual return | 13.50% | 17.60%-4.1pp | 12.25%+1.2pp | 20.14%-6.6pp |
| Employer contribution / active EE | $1,221 | $2,856-57.3% | $4,079-70.1% | $2,281-46.5% |
| Participant deferral / active EE | $1,898 | $4,038-53.0% | $5,326-64.4% | $3,203-40.7% |
| Admin fee / account holder | $737 | $5,976-87.7% | $8,308-91.1% | $4,296-82.8% |