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 6-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 | $25,867 | $87,037-70.3% | $106,201-75.6% | $80,874-68.0% |
| Participation rate | 55.2% | 70.4%-15.3pp | 75.3%-20.1pp | 67.6%-12.5pp |
| Annual return | 16.21% | 17.05%-0.8pp | 116.26%-100.0pp | 35.62%-19.4pp |
| Employer contribution / active EE | $1,616 | $2,396-32.6% | $3,170-49.0% | $2,756-41.4% |
| Participant deferral / active EE | $2,567 | $3,986-35.6% | $5,012-48.8% | $4,297-40.2% |
| Admin fee / account holder | $4,530 | $8,434-46.3% | $11,039-59.0% | $6,935-34.7% |