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 | $13,055 | $91,190-85.7% | $178,490-92.7% | $79,858-83.7% |
| Participation rate | 65.5% | 69.2%-3.7pp | 81.9%-16.4pp | 69.6%-4.1pp |
| Annual return | 41.89% | 24.19%+17.7pp | 151.07%-109.2pp | 31.71%+10.2pp |
| Employer contribution / active EE | $4,429 | $3,256+36.0% | $5,011-11.6% | $2,471+79.2% |
| Participant deferral / active EE | $2,379 | $3,236-26.5% | $5,202-54.3% | $3,740-36.4% |
| Admin fee / account holder | $844 | $6,751-87.5% | $13,984-94.0% | $5,306-84.1% |