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 | $13,812 | $72,012-80.8% | $185,823-92.6% | $79,858-82.7% |
| Participation rate | 47.2% | 65.8%-18.5pp | 78.0%-30.8pp | 69.6%-22.4pp |
| Annual return | 28.21% | 23.12%+5.1pp | 35.95%-7.7pp | 31.71%-3.5pp |
| Employer contribution / active EE | $891 | $1,965-54.7% | $4,087-78.2% | $2,471-63.9% |
| Participant deferral / active EE | $2,372 | $3,779-37.2% | $5,632-57.9% | $3,740-36.6% |
| Admin fee / account holder | $428 | $4,513-90.5% | $9,500-95.5% | $5,306-91.9% |