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 | $17,842 | $113,339-84.3% | $94,993-81.2% | $147,584-87.9% |
| Participation rate | 45.5% | 78.0%-32.5pp | 73.9%-28.4pp | 82.8%-37.4pp |
| Annual return | 19.45% | 20.77%-1.3pp | 27.12%-7.7pp | 578.55%-559.1pp |
| Employer contribution / active EE | $711 | $3,160-77.5% | $2,603-72.7% | $4,876-85.4% |
| Participant deferral / active EE | $1,127 | $3,777-70.2% | $3,317-66.0% | $5,439-79.3% |
| Admin fee / account holder | $1,840 | $6,063-69.7% | $4,960-62.9% | $10,885-83.1% |