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 7-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 | $20,872 | $81,460-74.4% | $103,333-79.8% | $80,856-74.2% |
| Participation rate | 69.5% | 66.8%+2.7pp | 74.5%-5.0pp | 67.6%+1.9pp |
| Annual return | 14.61% | 25.55%-10.9pp | 24.88%-10.3pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,205 | $3,105-61.2% | $3,868-68.8% | $2,755-56.2% |
| Participant deferral / active EE | $1,881 | $3,869-51.4% | $5,057-62.8% | $4,296-56.2% |
| Admin fee / account holder | $9,352 | $6,566+42.4% | $8,355+11.9% | $6,918+35.2% |