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 7-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 | $16,585 | $87,841-81.1% | $133,980-87.6% | $62,891-73.6% |
| Participation rate | 33.9% | 83.4%-49.5pp | 87.1%-53.2pp | 69.3%-35.4pp |
| Annual return | 37.88% | 12.05%+25.8pp | 29.30%+8.6pp | 20.14%+17.7pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,820 | $4,812-41.4% | $6,282-55.1% | $3,203-11.9% |
| Admin fee / account holder | $1,314 | $5,371-75.5% | $9,324-85.9% | $4,296-69.4% |