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 | $38,952 | $138,385-71.9% | $184,200-78.9% | $80,874-51.8% |
| Participation rate | 52.6% | 83.9%-31.3pp | 86.8%-34.3pp | 67.6%-15.1pp |
| Annual return | 31.07% | 20.02%+11.0pp | 28.80%+2.3pp | 35.62%-4.5pp |
| Employer contribution / active EE | $0 | $4,849-100.0% | $6,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,834 | $7,073+10.8% | $9,132-14.2% | $4,297+82.3% |
| Admin fee / account holder | $3,878 | $10,483-63.0% | $13,907-72.1% | $6,935-44.1% |