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 | $23,158 | $109,413-78.8% | $156,263-85.2% | $84,808-72.7% |
| Participation rate | 44.0% | 72.7%-28.7pp | 78.9%-34.9pp | 68.3%-24.3pp |
| Annual return | 22.34% | 20.18%+2.2pp | 59.47%-37.1pp | 40.90%-18.6pp |
| Employer contribution / active EE | $1,682 | $2,907-42.1% | $4,333-61.2% | $2,631-36.1% |
| Participant deferral / active EE | $2,838 | $4,590-38.2% | $6,158-53.9% | $4,212-32.6% |
| Admin fee / account holder | $2,262 | $9,357-75.8% | $14,255-84.1% | $7,344-69.2% |