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 | $17,792 | $81,460-78.2% | $103,333-82.8% | $80,856-78.0% |
| Participation rate | 59.5% | 66.8%-7.3pp | 74.5%-15.0pp | 67.6%-8.1pp |
| Annual return | 13.35% | 25.55%-12.2pp | 24.88%-11.5pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,269 | $3,105-59.1% | $3,868-67.2% | $2,755-53.9% |
| Participant deferral / active EE | $2,604 | $3,869-32.7% | $5,057-48.5% | $4,296-39.4% |
| Admin fee / account holder | $1,519 | $6,566-76.9% | $8,355-81.8% | $6,918-78.0% |