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 | $14,665 | $72,012-79.6% | $185,823-92.1% | $79,858-81.6% |
| Participation rate | 65.8% | 65.8%0pp | 78.0%-12.2pp | 69.6%-3.8pp |
| Annual return | 12.00% | 23.12%-11.1pp | 35.95%-23.9pp | 31.71%-19.7pp |
| Employer contribution / active EE | $758 | $1,965-61.4% | $4,087-81.5% | $2,471-69.3% |
| Participant deferral / active EE | $2,435 | $3,779-35.5% | $5,632-56.8% | $3,740-34.9% |
| Admin fee / account holder | $1,592 | $4,513-64.7% | $9,500-83.2% | $5,306-70.0% |