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 | $24,268 | $123,793-80.4% | $177,821-86.4% | $79,858-69.6% |
| Participation rate | 57.7% | 84.7%-27.0pp | 87.7%-30.0pp | 69.6%-11.9pp |
| Annual return | 15.00% | 22.82%-7.8pp | 48.32%-33.3pp | 31.71%-16.7pp |
| Employer contribution / active EE | $1,269 | $4,095-69.0% | $5,918-78.6% | $2,471-48.7% |
| Participant deferral / active EE | $3,101 | $5,956-47.9% | $7,714-59.8% | $3,740-17.1% |
| Admin fee / account holder | $1,269 | $7,243-82.5% | $12,427-89.8% | $5,306-76.1% |