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 | $22,986 | $78,705-70.8% | $117,854-80.5% | $70,131-67.2% |
| Participation rate | 41.3% | 73.2%-31.9pp | 79.7%-38.4pp | 69.5%-28.2pp |
| Annual return | 15.16% | 23.30%-8.1pp | 335.08%-319.9pp | 73.14%-58.0pp |
| Employer contribution / active EE | $864 | $2,223-61.1% | $3,786-77.2% | $2,342-63.1% |
| Participant deferral / active EE | $2,208 | $3,297-33.0% | $4,482-50.7% | $3,332-33.7% |
| Admin fee / account holder | $1,532 | $5,065-69.8% | $8,020-80.9% | $4,645-67.0% |