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 | $20,314 | $58,828-65.5% | $77,999-74.0% | $62,891-67.7% |
| Participation rate | 40.0% | 71.1%-31.1pp | 75.5%-35.5pp | 69.3%-29.3pp |
| Annual return | 9.91% | 17.16%-7.3pp | 425.96%-416.1pp | 20.14%-10.2pp |
| Employer contribution / active EE | $1,010 | $1,672-39.6% | $2,470-59.1% | $2,281-55.7% |
| Participant deferral / active EE | $2,066 | $2,686-23.1% | $3,497-40.9% | $3,203-35.5% |
| Admin fee / account holder | $559 | $4,393-87.3% | $5,480-89.8% | $4,296-87.0% |