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 7-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 | $18,424 | $89,355-79.4% | $141,162-86.9% | $72,985-74.8% |
| Participation rate | 54.0% | 75.1%-21.1pp | 82.5%-28.5pp | 69.5%-15.5pp |
| Annual return | 38.61% | 111.85%-73.2pp | 71.39%-32.8pp | 81.00%-42.4pp |
| Employer contribution / active EE | $1,274 | $3,114-59.1% | $4,735-73.1% | $2,440-47.8% |
| Participant deferral / active EE | $2,754 | $5,418-49.2% | $6,709-59.0% | $3,607-23.7% |
| Admin fee / account holder | $777 | $5,958-87.0% | $10,261-92.4% | $5,124-84.8% |