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 | $22,901 | $91,552-75.0% | $133,956-82.9% | $79,858-71.3% |
| Participation rate | 60.0% | 73.3%-13.3pp | 79.8%-19.8pp | 69.6%-9.6pp |
| Annual return | 21.20% | 61.85%-40.6pp | 45.09%-23.9pp | 31.71%-10.5pp |
| Employer contribution / active EE | $910 | $2,384-61.8% | $3,919-76.8% | $2,471-63.2% |
| Participant deferral / active EE | $3,605 | $3,733-3.4% | $5,048-28.6% | $3,740-3.6% |
| Admin fee / account holder | $408 | $6,321-93.6% | $8,927-95.4% | $5,306-92.3% |