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 | $15,435 | $91,552-83.1% | $133,956-88.5% | $79,858-80.7% |
| Participation rate | 47.2% | 73.3%-26.2pp | 79.8%-32.7pp | 69.6%-22.5pp |
| Annual return | 17.79% | 61.85%-44.1pp | 45.09%-27.3pp | 31.71%-13.9pp |
| Employer contribution / active EE | $1,185 | $2,384-50.3% | $3,919-69.8% | $2,471-52.0% |
| Participant deferral / active EE | $1,783 | $3,733-52.2% | $5,048-64.7% | $3,740-52.3% |
| Admin fee / account holder | $1,813 | $6,321-71.3% | $8,927-79.7% | $5,306-65.8% |