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 | $22,786 | $101,724-77.6% | $164,813-86.2% | $80,856-71.8% |
| Participation rate | 50.0% | 71.8%-21.8pp | 78.6%-28.6pp | 67.6%-17.6pp |
| Annual return | 22.31% | 16.72%+5.6pp | 69.93%-47.6pp | 35.59%-13.3pp |
| Employer contribution / active EE | $1,290 | $2,953-56.3% | $4,341-70.3% | $2,755-53.2% |
| Participant deferral / active EE | $2,275 | $4,477-49.2% | $6,031-62.3% | $4,296-47.0% |
| Admin fee / account holder | $1,030 | $8,227-87.5% | $12,690-91.9% | $6,918-85.1% |