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 | $15,490 | $209,411-92.6% | $178,490-91.3% | $158,922-90.3% |
| Participation rate | 58.3% | 86.3%-28.0pp | 81.9%-23.6pp | 82.0%-23.6pp |
| Annual return | 23.25% | 188.75%-165.5pp | 151.07%-127.8pp | 302.83%-279.6pp |
| Employer contribution / active EE | $1,316 | $5,706-76.9% | $5,011-73.7% | $4,761-72.4% |
| Participant deferral / active EE | $2,287 | $5,954-61.6% | $5,202-56.0% | $5,982-61.8% |
| Admin fee / account holder | $1,330 | $17,074-92.2% | $13,984-90.5% | $11,246-88.2% |