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 | $18,542 | $94,625-80.4% | $116,228-84.0% | $84,808-78.1% |
| Participation rate | 51.4% | 70.4%-19.1pp | 74.6%-23.2pp | 68.3%-17.0pp |
| Annual return | 32.42% | 20.40%+12.0pp | 90.06%-57.6pp | 40.90%-8.5pp |
| Employer contribution / active EE | $1,048 | $2,347-55.3% | $2,994-65.0% | $2,631-60.2% |
| Participant deferral / active EE | $1,777 | $3,972-55.3% | $4,953-64.1% | $4,212-57.8% |
| Admin fee / account holder | $1,686 | $10,091-83.3% | $11,989-85.9% | $7,344-77.0% |