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 9-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 | $17,071 | $56,972-70.0% | $182,532-90.6% | $65,185-73.8% |
| Participation rate | 39.3% | 66.5%-27.3pp | 78.0%-38.7pp | 70.2%-30.9pp |
| Annual return | 24.55% | 27.67%-3.1pp | 148.54%-124.0pp | 29.38%-4.8pp |
| Employer contribution / active EE | $1,126 | $1,615-30.3% | $4,076-72.4% | $2,177-48.3% |
| Participant deferral / active EE | $1,525 | $3,526-56.8% | $5,524-72.4% | $3,514-56.6% |
| Admin fee / account holder | $934 | $528+76.9% | $8,592-89.1% | $847+10.2% |