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 | $20,840 | $65,703-68.3% | $94,224-77.9% | $59,632-65.1% |
| Participation rate | 32.6% | 72.1%-39.5pp | 78.8%-46.2pp | 68.7%-36.1pp |
| Annual return | 3.71% | 5.22%-1.5pp | 10.68%-7.0pp | 2041.28%-2037.6pp |
| Employer contribution / active EE | $929 | $2,021-54.0% | $3,587-74.1% | $2,203-57.8% |
| Participant deferral / active EE | $1,692 | $3,143-46.2% | $4,320-60.8% | $3,192-47.0% |
| Admin fee / account holder | $2,411 | $4,264-43.5% | $6,269-61.5% | $4,297-43.9% |