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 10-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 | $13,063 | $85,766-84.8% | $136,294-90.4% | $70,131-81.4% |
| Participation rate | 64.8% | 74.2%-9.4pp | 81.9%-17.1pp | 69.5%-4.8pp |
| Annual return | 26.64% | 31.45%-4.8pp | 5155.94%-5129.3pp | 73.14%-46.5pp |
| Employer contribution / active EE | $779 | $2,966-73.7% | $4,695-83.4% | $2,342-66.8% |
| Participant deferral / active EE | $6,443 | $5,051+27.6% | $6,247+3.1% | $3,332+93.4% |
| Admin fee / account holder | $821 | $5,420-84.9% | $9,243-91.1% | $4,645-82.3% |