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 | $12,664 | $82,882-84.7% | $127,761-90.1% | $72,985-82.6% |
| Participation rate | 51.9% | 71.5%-19.6pp | 79.0%-27.1pp | 69.5%-17.6pp |
| Annual return | 69.49% | 32.20%+37.3pp | 26.14%+43.4pp | 81.00%-11.5pp |
| Employer contribution / active EE | $1,784 | $3,346-46.7% | $4,574-61.0% | $2,440-26.9% |
| Participant deferral / active EE | $2,439 | $4,791-49.1% | $6,021-59.5% | $3,607-32.4% |
| Admin fee / account holder | $1,123 | $6,487-82.7% | $9,395-88.1% | $5,124-78.1% |