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 | $32,283 | $82,978-61.1% | $129,995-75.2% | $71,457-54.8% |
| Participation rate | 47.1% | 74.1%-26.9pp | 78.5%-31.4pp | 67.9%-20.8pp |
| Annual return | 19.04% | 20.60%-1.6pp | -137.18%+156.2pp | 28.85%-9.8pp |
| Employer contribution / active EE | $1,853 | $2,622-29.3% | $4,320-57.1% | $2,588-28.4% |
| Participant deferral / active EE | $4,091 | $4,432-7.7% | $5,820-29.7% | $4,289-4.6% |
| Admin fee / account holder | $3,550 | $1,729+105.3% | $10,614-66.6% | $1,587+123.6% |