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 | $18,869 | $85,766-78.0% | $136,294-86.2% | $70,131-73.1% |
| Participation rate | 56.4% | 74.2%-17.7pp | 81.9%-25.5pp | 69.5%-13.1pp |
| Annual return | 21.48% | 31.45%-10.0pp | 5155.94%-5134.5pp | 73.14%-51.7pp |
| Employer contribution / active EE | $1,664 | $2,966-43.9% | $4,695-64.6% | $2,342-29.0% |
| Participant deferral / active EE | $3,210 | $5,051-36.5% | $6,247-48.6% | $3,332-3.7% |
| Admin fee / account holder | $1,471 | $5,420-72.9% | $9,243-84.1% | $4,645-68.3% |