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 | $18,164 | $83,477-78.2% | $125,175-85.5% | $72,985-75.1% |
| Participation rate | 62.1% | 73.3%-11.2pp | 79.8%-17.7pp | 69.5%-7.4pp |
| Annual return | 27.01% | 25.78%+1.2pp | 43.79%-16.8pp | 81.00%-54.0pp |
| Employer contribution / active EE | $1,054 | $2,345-55.0% | $3,865-72.7% | $2,440-56.8% |
| Participant deferral / active EE | $4,212 | $3,585+17.5% | $4,937-14.7% | $3,607+16.8% |
| Admin fee / account holder | $723 | $5,517-86.9% | $9,702-92.6% | $5,124-85.9% |