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 | $17,449 | $65,365-73.3% | $92,893-81.2% | $72,985-76.1% |
| Participation rate | 44.0% | 68.3%-24.3pp | 76.0%-32.0pp | 69.5%-25.5pp |
| Annual return | 25.90% | 42.10%-16.2pp | 109.41%-83.5pp | 81.00%-55.1pp |
| Employer contribution / active EE | $2,554 | $2,594-1.6% | $3,653-30.1% | $2,440+4.7% |
| Participant deferral / active EE | $1,381 | $3,128-55.9% | $4,236-67.4% | $3,607-61.7% |
| Admin fee / account holder | $897 | $4,251-78.9% | $5,794-84.5% | $5,124-82.5% |