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 | $20,691 | $83,477-75.2% | $125,175-83.5% | $72,985-71.7% |
| Participation rate | 61.3% | 73.3%-12.0pp | 79.8%-18.5pp | 69.5%-8.2pp |
| Annual return | 19.06% | 25.78%-6.7pp | 43.79%-24.7pp | 81.00%-61.9pp |
| Employer contribution / active EE | $1,732 | $2,345-26.2% | $3,865-55.2% | $2,440-29.0% |
| Participant deferral / active EE | $3,089 | $3,585-13.9% | $4,937-37.4% | $3,607-14.4% |
| Admin fee / account holder | $2,461 | $5,517-55.4% | $9,702-74.6% | $5,124-52.0% |