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 | $16,940 | $135,952-87.5% | $123,892-86.3% | $273,961-93.8% |
| Participation rate | 62.5% | 84.1%-21.6pp | 81.4%-18.9pp | 83.0%-20.5pp |
| Annual return | 20.02% | 56.63%-36.6pp | 47.52%-27.5pp | 41.45%-21.4pp |
| Employer contribution / active EE | $2,202 | $5,170-57.4% | $4,617-52.3% | $4,869-54.8% |
| Participant deferral / active EE | $4,428 | $6,343-30.2% | $5,984-26.0% | $5,287-16.3% |
| Admin fee / account holder | $1,576 | $9,817-84.0% | $8,357-81.1% | $10,132-84.5% |