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 | $17,419 | $106,749-83.7% | $145,433-88.0% | $82,448-78.9% |
| Participation rate | 60.0% | 75.6%-15.6pp | 82.1%-22.1pp | 68.1%-8.1pp |
| Annual return | 18.84% | 27.59%-8.7pp | 66.58%-47.7pp | 41.64%-22.8pp |
| Employer contribution / active EE | $1,471 | $3,444-57.3% | $4,554-67.7% | $2,551-42.3% |
| Participant deferral / active EE | $3,475 | $6,519-46.7% | $7,897-56.0% | $4,139-16.0% |
| Admin fee / account holder | $569 | $8,390-93.2% | $13,129-95.7% | $7,234-92.1% |