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 | $38,211 | $96,484-60.4% | $156,263-75.5% | $74,304-48.6% |
| Participation rate | 53.0% | 67.7%-14.7pp | 78.9%-25.9pp | 60.3%-7.4pp |
| Annual return | 18.60% | 17.73%+0.9pp | 59.47%-40.9pp | 29.43%-10.8pp |
| Employer contribution / active EE | $1,357 | $2,528-46.3% | $4,333-68.7% | $2,241-39.4% |
| Participant deferral / active EE | $3,215 | $4,286-25.0% | $6,158-47.8% | $3,767-14.7% |
| Admin fee / account holder | $5,380 | $3,728+44.3% | $14,255-62.3% | $2,969+81.2% |