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 9-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 | $18,769 | $76,367-75.4% | $93,606-79.9% | $72,985-74.3% |
| Participation rate | 41.4% | 71.7%-30.4pp | 75.8%-34.4pp | 69.5%-28.1pp |
| Annual return | 28.19% | 25.82%+2.4pp | 32.76%-4.6pp | 81.00%-52.8pp |
| Employer contribution / active EE | $1,250 | $2,275-45.1% | $2,718-54.0% | $2,440-48.8% |
| Participant deferral / active EE | $2,180 | $3,538-38.4% | $4,069-46.4% | $3,607-39.6% |
| Admin fee / account holder | $1,033 | $6,838-84.9% | $7,888-86.9% | $5,124-79.9% |