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 | $23,010 | $109,881-79.1% | $150,045-84.7% | $84,808-72.9% |
| Participation rate | 53.5% | 76.1%-22.6pp | 82.3%-28.8pp | 68.3%-14.8pp |
| Annual return | 14.65% | 28.25%-13.6pp | 62.55%-47.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,554 | $3,561-56.4% | $4,693-66.9% | $2,631-40.9% |
| Participant deferral / active EE | $3,390 | $6,636-48.9% | $7,997-57.6% | $4,212-19.5% |
| Admin fee / account holder | $10,457 | $8,568+22.0% | $13,435-22.2% | $7,344+42.4% |