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 5-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 | $9,610 | $112,729-91.5% | $98,716-90.3% | $137,256-93.0% |
| Participation rate | 63.2% | 74.2%-11.1pp | 69.3%-6.1pp | 80.0%-16.8pp |
| Annual return | 20.41% | 38.48%-18.1pp | 31.81%-11.4pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,085 | $2,725-60.2% | $2,279-52.4% | $4,156-73.9% |
| Participant deferral / active EE | $3,765 | $4,640-18.9% | $4,048-7.0% | $6,407-41.2% |
| Admin fee / account holder | $552 | $10,129-94.5% | $8,703-93.7% | $12,270-95.5% |