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 | $19,785 | $67,606-70.7% | $82,313-76.0% | $70,131-71.8% |
| Participation rate | 55.4% | 72.8%-17.4pp | 76.9%-21.5pp | 69.5%-14.2pp |
| Annual return | 14.04% | 21.57%-7.5pp | 25.88%-11.8pp | 73.14%-59.1pp |
| Employer contribution / active EE | $1,061 | $1,755-39.5% | $2,428-56.3% | $2,342-54.7% |
| Participant deferral / active EE | $2,017 | $2,987-32.5% | $3,706-45.6% | $3,332-39.5% |
| Admin fee / account holder | $1,036 | $4,512-77.0% | $5,608-81.5% | $4,645-77.7% |