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 8-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 | $25,506 | $209,411-87.8% | $178,490-85.7% | $158,922-84.0% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 30.29% | 188.75%-158.5pp | 151.07%-120.8pp | 302.83%-272.5pp |
| Employer contribution / active EE | $3,835 | $5,706-32.8% | $5,011-23.5% | $4,761-19.5% |
| Participant deferral / active EE | $5,860 | $5,954-1.6% | $5,202+12.7% | $5,982-2.0% |
| Admin fee / account holder | $652 | $17,074-96.2% | $13,984-95.3% | $11,246-94.2% |