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 | $28,044 | $198,466-85.9% | $170,442-83.5% | $147,584-81.0% |
| Participation rate | 47.6% | 88.0%-40.3pp | 83.6%-36.0pp | 82.8%-35.2pp |
| Annual return | 19.72% | 257.29%-237.6pp | 205.93%-186.2pp | 578.55%-558.8pp |
| Employer contribution / active EE | $2,052 | $6,184-66.8% | $5,433-62.2% | $4,876-57.9% |
| Participant deferral / active EE | $4,853 | $5,629-13.8% | $4,939-1.8% | $5,439-10.8% |
| Admin fee / account holder | $2,948 | $16,852-82.5% | $13,880-78.8% | $10,885-72.9% |