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 | $24,995 | $86,286-71.0% | $111,297-77.5% | $85,850-70.9% |
| Participation rate | 60.5% | 73.3%-12.8pp | 77.3%-16.8pp | 69.3%-8.8pp |
| Annual return | 40.81% | 19.99%+20.8pp | 54.65%-13.8pp | 318.53%-277.7pp |
| Employer contribution / active EE | $1,113 | $2,043-45.5% | $2,731-59.3% | $2,565-56.6% |
| Participant deferral / active EE | $3,824 | $3,641+5.0% | $4,487-14.8% | $3,952-3.2% |
| Admin fee / account holder | $3,122 | $8,188-61.9% | $7,964-60.8% | $6,260-50.1% |