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 8-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 | $19,397 | $69,362-72.0% | $101,248-80.8% | $73,488-73.6% |
| Participation rate | 32.1% | 68.4%-36.3pp | 75.8%-43.7pp | 70.7%-38.6pp |
| Annual return | 31.85% | 18.46%+13.4pp | 46.47%-14.6pp | 28.51%+3.3pp |
| Employer contribution / active EE | $1,065 | $2,628-59.5% | $3,660-70.9% | $2,270-53.1% |
| Participant deferral / active EE | $2,133 | $3,300-35.4% | $4,370-51.2% | $3,740-43.0% |
| Admin fee / account holder | $1,308 | $704+86.0% | $5,945-78.0% | $513+155.0% |