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 | $29,416 | $91,552-67.9% | $133,956-78.0% | $79,858-63.2% |
| Participation rate | 60.9% | 73.3%-12.5pp | 79.8%-19.0pp | 69.6%-8.8pp |
| Annual return | 18.36% | 61.85%-43.5pp | 45.09%-26.7pp | 31.71%-13.4pp |
| Employer contribution / active EE | $1,761 | $2,384-26.1% | $3,919-55.1% | $2,471-28.7% |
| Participant deferral / active EE | $3,206 | $3,733-14.1% | $5,048-36.5% | $3,740-14.3% |
| Admin fee / account holder | $2,986 | $6,321-52.8% | $8,927-66.6% | $5,306-43.7% |