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 8-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 | $15,614 | $73,933-78.9% | $96,683-83.8% | $75,163-79.2% |
| Participation rate | 65.4% | 66.4%-1.0pp | 74.3%-9.0pp | 67.2%-1.8pp |
| Annual return | 27.01% | 26.70%+0.3pp | 35.69%-8.7pp | 160.62%-133.6pp |
| Employer contribution / active EE | $1,521 | $2,928-48.1% | $3,737-59.3% | $2,670-43.0% |
| Participant deferral / active EE | $3,258 | $3,659-11.0% | $4,878-33.2% | $4,125-21.0% |
| Admin fee / account holder | $877 | $5,216-83.2% | $6,730-87.0% | $5,651-84.5% |