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 | $32,071 | $95,453-66.4% | $112,040-71.4% | $82,448-61.1% |
| Participation rate | 52.0% | 72.8%-20.8pp | 76.5%-24.5pp | 68.1%-16.1pp |
| Annual return | 12.91% | 23.92%-11.0pp | 24.52%-11.6pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,978 | $2,318-14.7% | $2,954-33.0% | $2,551-22.5% |
| Participant deferral / active EE | $2,172 | $4,224-48.6% | $5,098-57.4% | $4,139-47.5% |
| Admin fee / account holder | $2,162 | $9,013-76.0% | $12,098-82.1% | $7,234-70.1% |