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 | $12,508 | $91,037-86.3% | $71,671-82.5% | $147,584-91.5% |
| Participation rate | 27.3% | 76.1%-48.8pp | 68.7%-41.5pp | 82.8%-55.6pp |
| Annual return | 24.15% | 20.48%+3.7pp | 20.65%+3.5pp | 578.55%-554.4pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,588 | $4,498-64.7% | $3,438-53.8% | $5,439-70.8% |
| Admin fee / account holder | $1,068 | $8,613-87.6% | $5,558-80.8% | $10,885-90.2% |