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 | $19,584 | $54,541-64.1% | $78,778-75.1% | $70,131-72.1% |
| Participation rate | 32.6% | 60.8%-28.2pp | 69.2%-36.6pp | 69.5%-37.0pp |
| Annual return | 21.35% | 21.07%+0.3pp | 35.62%-14.3pp | 73.14%-51.8pp |
| Employer contribution / active EE | $793 | $1,089-27.2% | $1,986-60.1% | $2,342-66.1% |
| Participant deferral / active EE | $1,287 | $2,210-41.8% | $2,958-56.5% | $3,332-61.4% |
| Admin fee / account holder | $1,892 | $3,709-49.0% | $5,134-63.1% | $4,645-59.3% |