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 | $16,515 | $54,541-69.7% | $78,778-79.0% | $70,131-76.5% |
| Participation rate | 69.7% | 60.8%+8.9pp | 69.2%+0.5pp | 69.5%+0.2pp |
| Annual return | 16.86% | 21.07%-4.2pp | 35.62%-18.8pp | 73.14%-56.3pp |
| Employer contribution / active EE | $1,338 | $1,089+22.9% | $1,986-32.6% | $2,342-42.9% |
| Participant deferral / active EE | $2,192 | $2,210-0.8% | $2,958-25.9% | $3,332-34.2% |
| Admin fee / account holder | $1,499 | $3,709-59.6% | $5,134-70.8% | $4,645-67.7% |