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 6-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 | $20,272 | $93,571-78.3% | $135,903-85.1% | $75,163-73.0% |
| Participation rate | 57.4% | 75.2%-17.8pp | 81.9%-24.5pp | 67.2%-9.8pp |
| Annual return | 17.49% | 30.90%-13.4pp | 68.23%-50.7pp | 160.62%-143.1pp |
| Employer contribution / active EE | $2,856 | $3,537-19.3% | $4,856-41.2% | $2,670+7.0% |
| Participant deferral / active EE | $7,529 | $6,404+17.6% | $7,758-2.9% | $4,125+82.5% |
| Admin fee / account holder | $8,216 | $6,975+17.8% | $10,762-23.7% | $5,651+45.4% |