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 | $30,546 | $108,825-71.9% | $156,181-80.4% | $82,448-63.0% |
| Participation rate | 41.3% | 72.4%-31.0pp | 78.8%-37.5pp | 68.1%-26.7pp |
| Annual return | 20.09% | 20.59%-0.5pp | 64.87%-44.8pp | 41.64%-21.6pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,261 | $4,577-50.6% | $6,132-63.1% | $4,139-45.4% |
| Admin fee / account holder | $1,961 | $9,341-79.0% | $14,586-86.6% | $7,234-72.9% |