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 | $108,825-78.7% | $156,181-85.2% | $82,448-71.9% |
| Participation rate | 44.0% | 72.4%-28.4pp | 78.8%-34.8pp | 68.1%-24.1pp |
| Annual return | 22.34% | 20.59%+1.7pp | 64.87%-42.5pp | 41.64%-19.3pp |
| Employer contribution / active EE | $1,682 | $2,870-41.4% | $4,294-60.8% | $2,551-34.1% |
| Participant deferral / active EE | $2,838 | $4,577-38.0% | $6,132-53.7% | $4,139-31.4% |
| Admin fee / account holder | $2,262 | $9,341-75.8% | $14,586-84.5% | $7,234-68.7% |