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 | $16,057 | $58,655-72.6% | $91,989-82.5% | $65,185-75.4% |
| Participation rate | 62.4% | 75.3%-12.9pp | 78.6%-16.2pp | 70.2%-7.8pp |
| Annual return | 23.50% | 33.92%-10.4pp | 69.02%-45.5pp | 29.38%-5.9pp |
| Employer contribution / active EE | $1,033 | $2,080-50.4% | $3,452-70.1% | $2,177-52.6% |
| Participant deferral / active EE | $2,504 | $5,474-54.3% | $5,923-57.7% | $3,514-28.7% |
| Admin fee / account holder | $1,160 | $434+167.1% | $7,743-85.0% | $847+36.9% |