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 7-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 | $20,056 | $80,724-75.2% | $103,333-80.6% | $74,495-73.1% |
| Participation rate | 38.2% | 65.7%-27.5pp | 74.5%-36.3pp | 67.2%-29.0pp |
| Annual return | 14.20% | 27.56%-13.4pp | 24.88%-10.7pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $1,285 | $3,157-59.3% | $3,868-66.8% | $2,623-51.0% |
| Participant deferral / active EE | $2,017 | $3,860-47.7% | $5,057-60.1% | $4,346-53.6% |
| Admin fee / account holder | $3,948 | $2,368+66.7% | $8,355-52.7% | $1,942+103.3% |