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 | $13,747 | $70,669-80.5% | $169,368-91.9% | $75,163-81.7% |
| Participation rate | 52.9% | 64.8%-11.8pp | 77.1%-24.2pp | 67.2%-14.3pp |
| Annual return | 17.74% | 36.36%-18.6pp | 405.60%-387.9pp | 160.62%-142.9pp |
| Employer contribution / active EE | $866 | $2,211-60.8% | $4,013-78.4% | $2,670-67.5% |
| Participant deferral / active EE | $1,406 | $4,311-67.4% | $6,221-77.4% | $4,125-65.9% |
| Admin fee / account holder | $1,463 | $5,402-72.9% | $9,003-83.8% | $5,651-74.1% |