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 10-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 | $21,454 | $123,793-82.7% | $177,821-87.9% | $79,858-73.1% |
| Participation rate | 40.0% | 84.7%-44.7pp | 87.7%-47.7pp | 69.6%-29.6pp |
| Annual return | 35.85% | 22.82%+13.0pp | 48.32%-12.5pp | 31.71%+4.1pp |
| Employer contribution / active EE | $1,914 | $4,095-53.3% | $5,918-67.7% | $2,471-22.5% |
| Participant deferral / active EE | $3,686 | $5,956-38.1% | $7,714-52.2% | $3,740-1.5% |
| Admin fee / account holder | $952 | $7,243-86.9% | $12,427-92.3% | $5,306-82.1% |