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 | $26,883 | $80,968-66.8% | $96,544-72.2% | $75,163-64.2% |
| Participation rate | 53.3% | 71.8%-18.4pp | 76.0%-22.6pp | 67.2%-13.9pp |
| Annual return | 14.76% | 27.06%-12.3pp | 25.84%-11.1pp | 160.62%-145.9pp |
| Employer contribution / active EE | $1,553 | $2,282-31.9% | $2,965-47.6% | $2,670-41.8% |
| Participant deferral / active EE | $2,284 | $3,928-41.9% | $4,851-52.9% | $4,125-44.6% |
| Admin fee / account holder | $6,489 | $6,724-3.5% | $8,252-21.4% | $5,651+14.8% |