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 | $12,405 | $56,897-78.2% | $84,750-85.4% | $62,891-80.3% |
| Participation rate | 52.0% | 68.5%-16.5pp | 76.6%-24.6pp | 69.3%-17.3pp |
| Annual return | 31.44% | 6.30%+25.1pp | 22.78%+8.7pp | 20.14%+11.3pp |
| Employer contribution / active EE | $667 | $2,400-72.2% | $3,574-81.3% | $2,281-70.8% |
| Participant deferral / active EE | $1,460 | $2,709-46.1% | $3,712-60.7% | $3,203-54.4% |
| Admin fee / account holder | $1,141 | $3,581-68.1% | $5,332-78.6% | $4,296-73.4% |