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 9-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 | $24,422 | $80,724-69.7% | $103,333-76.4% | $74,495-67.2% |
| Participation rate | 36.2% | 65.7%-29.5pp | 74.5%-38.4pp | 67.2%-31.0pp |
| Annual return | 23.59% | 27.56%-4.0pp | 24.88%-1.3pp | 1364.94%-1341.4pp |
| Employer contribution / active EE | $973 | $3,157-69.2% | $3,868-74.8% | $2,623-62.9% |
| Participant deferral / active EE | $1,724 | $3,860-55.3% | $5,057-65.9% | $4,346-60.3% |
| Admin fee / account holder | $3,067 | $2,368+29.5% | $8,355-63.3% | $1,942+57.9% |