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 | $23,691 | $100,923-76.5% | $150,045-84.2% | $74,304-68.1% |
| Participation rate | 47.0% | 70.1%-23.1pp | 82.3%-35.3pp | 60.3%-13.3pp |
| Annual return | 15.89% | 51.77%-35.9pp | 62.55%-46.7pp | 29.43%-13.5pp |
| Employer contribution / active EE | $871 | $3,463-74.9% | $4,693-81.4% | $2,241-61.2% |
| Participant deferral / active EE | $3,116 | $6,709-53.6% | $7,997-61.0% | $3,767-17.3% |
| Admin fee / account holder | $3,174 | $2,767+14.7% | $13,435-76.4% | $2,969+6.9% |