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 | $19,795 | $66,098-70.1% | $101,794-80.6% | $74,304-73.4% |
| Participation rate | 51.9% | 53.8%-1.9pp | 69.2%-17.3pp | 60.3%-8.5pp |
| Annual return | 15.24% | 19.59%-4.3pp | 30.53%-15.3pp | 29.43%-14.2pp |
| Employer contribution / active EE | $912 | $1,082-15.7% | $2,289-60.2% | $2,241-59.3% |
| Participant deferral / active EE | $1,380 | $2,781-50.4% | $4,084-66.2% | $3,767-63.4% |
| Admin fee / account holder | $3,164 | $4,146-23.7% | $8,777-64.0% | $2,969+6.6% |