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 | $12,190 | $63,861-80.9% | $104,607-88.3% | $79,858-84.7% |
| Participation rate | 39.2% | 64.9%-25.7pp | 74.1%-34.8pp | 69.6%-30.4pp |
| Annual return | 26.53% | 21.30%+5.2pp | 340.46%-313.9pp | 31.71%-5.2pp |
| Employer contribution / active EE | $853 | $1,588-46.3% | $2,681-68.2% | $2,471-65.5% |
| Participant deferral / active EE | $1,417 | $2,693-47.4% | $3,740-62.1% | $3,740-62.1% |
| Admin fee / account holder | $430 | $4,185-89.7% | $6,473-93.4% | $5,306-91.9% |