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 | $32,655 | $95,803-65.9% | $113,168-71.1% | $84,808-61.5% |
| Participation rate | 38.6% | 72.9%-34.2pp | 76.6%-37.9pp | 68.3%-29.7pp |
| Annual return | 18.19% | 25.00%-6.8pp | 24.27%-6.1pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,005 | $2,360-57.4% | $2,975-66.2% | $2,631-61.8% |
| Participant deferral / active EE | $2,306 | $4,242-45.6% | $5,107-54.8% | $4,212-45.2% |
| Admin fee / account holder | $2,035 | $8,989-77.4% | $12,068-83.1% | $7,344-72.3% |