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 | $10,718 | $49,227-78.2% | $70,449-84.8% | $79,858-86.6% |
| Participation rate | 39.4% | 69.2%-29.8pp | 75.1%-35.7pp | 69.6%-30.2pp |
| Annual return | 32.41% | 30.06%+2.3pp | 109.03%-76.6pp | 31.71%+0.7pp |
| Employer contribution / active EE | $721 | $2,099-65.7% | $2,737-73.7% | $2,471-70.8% |
| Participant deferral / active EE | $1,583 | $2,768-42.8% | $3,709-57.3% | $3,740-57.7% |
| Admin fee / account holder | $339 | $2,878-88.2% | $3,845-91.2% | $5,306-93.6% |