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 | $18,761 | $89,355-79.0% | $141,162-86.7% | $72,985-74.3% |
| Participation rate | 63.3% | 75.1%-11.9pp | 82.5%-19.2pp | 69.5%-6.2pp |
| Annual return | 24.71% | 111.85%-87.1pp | 71.39%-46.7pp | 81.00%-56.3pp |
| Employer contribution / active EE | $791 | $3,114-74.6% | $4,735-83.3% | $2,440-67.6% |
| Participant deferral / active EE | $2,430 | $5,418-55.1% | $6,709-63.8% | $3,607-32.6% |
| Admin fee / account holder | $1,868 | $5,958-68.7% | $10,261-81.8% | $5,124-63.6% |