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 | $19,223 | $78,705-75.6% | $117,854-83.7% | $70,131-72.6% |
| Participation rate | 45.9% | 73.2%-27.2pp | 79.7%-33.7pp | 69.5%-23.6pp |
| Annual return | 29.94% | 23.30%+6.6pp | 335.08%-305.1pp | 73.14%-43.2pp |
| Employer contribution / active EE | $1,372 | $2,223-38.3% | $3,786-63.8% | $2,342-41.4% |
| Participant deferral / active EE | $2,607 | $3,297-20.9% | $4,482-41.8% | $3,332-21.8% |
| Admin fee / account holder | $6,077 | $5,065+20.0% | $8,020-24.2% | $4,645+30.8% |