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 6-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 | $22,539 | $124,319-81.9% | $111,297-79.7% | $167,490-86.5% |
| Participation rate | 66.7% | 79.6%-12.9pp | 77.3%-10.6pp | 82.1%-15.4pp |
| Annual return | 27.27% | 37.44%-10.2pp | 54.65%-27.4pp | 478.56%-451.3pp |
| Employer contribution / active EE | $2,377 | $3,435-30.8% | $2,731-13.0% | $4,837-50.9% |
| Participant deferral / active EE | $5,034 | $5,180-2.8% | $4,487+12.2% | $6,341-20.6% |
| Admin fee / account holder | $877 | $10,618-91.7% | $7,964-89.0% | $12,309-92.9% |