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 | $22,241 | $60,349-63.1% | $74,183-70.0% | $62,891-64.6% |
| Participation rate | 68.6% | 72.7%-4.2pp | 76.6%-8.0pp | 69.3%-0.7pp |
| Annual return | 11.07% | 21.37%-10.3pp | 17.74%-6.7pp | 20.14%-9.1pp |
| Employer contribution / active EE | $995 | $1,680-40.8% | $2,370-58.0% | $2,281-56.4% |
| Participant deferral / active EE | $2,586 | $2,856-9.5% | $3,550-27.2% | $3,203-19.3% |
| Admin fee / account holder | $961 | $4,261-77.5% | $5,586-82.8% | $4,296-77.6% |