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 | $21,549 | $86,922-75.2% | $102,438-79.0% | $80,874-73.4% |
| Participation rate | 52.9% | 72.4%-19.4pp | 76.5%-23.6pp | 67.6%-14.7pp |
| Annual return | 11.68% | 18.90%-7.2pp | 29.37%-17.7pp | 35.62%-23.9pp |
| Employer contribution / active EE | $1,310 | $2,369-44.7% | $3,024-56.7% | $2,756-52.5% |
| Participant deferral / active EE | $2,166 | $4,119-47.4% | $5,054-57.1% | $4,297-49.6% |
| Admin fee / account holder | $3,428 | $8,050-57.4% | $9,448-63.7% | $6,935-50.6% |