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 | $17,784 | $45,566-61.0% | $64,105-72.3% | $59,632-70.2% |
| Participation rate | 69.8% | 60.2%+9.6pp | 68.2%+1.6pp | 68.7%+1.1pp |
| Annual return | 29.73% | 4.95%+24.8pp | 791.24%-761.5pp | 2041.28%-2011.6pp |
| Employer contribution / active EE | $254 | $934-72.8% | $1,820-86.1% | $2,203-88.5% |
| Participant deferral / active EE | $2,367 | $2,057+15.1% | $2,822-16.1% | $3,192-25.8% |
| Admin fee / account holder | $1,712 | $3,268-47.6% | $4,499-61.9% | $4,297-60.1% |