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 | $11,924 | $65,395-81.8% | $182,532-93.5% | $72,985-83.7% |
| Participation rate | 55.8% | 65.4%-9.7pp | 78.0%-22.2pp | 69.5%-13.7pp |
| Annual return | 20.25% | 27.68%-7.4pp | 148.54%-128.3pp | 81.00%-60.8pp |
| Employer contribution / active EE | $1,496 | $1,911-21.7% | $4,076-63.3% | $2,440-38.7% |
| Participant deferral / active EE | $1,965 | $3,563-44.9% | $5,524-64.4% | $3,607-45.5% |
| Admin fee / account holder | $1,194 | $4,245-71.9% | $8,592-86.1% | $5,124-76.7% |