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 | $11,345 | $73,933-84.7% | $96,683-88.3% | $75,163-84.9% |
| Participation rate | 32.3% | 66.4%-34.2pp | 74.3%-42.1pp | 67.2%-34.9pp |
| Annual return | 19.51% | 26.70%-7.2pp | 35.69%-16.2pp | 160.62%-141.1pp |
| Employer contribution / active EE | $1,740 | $2,928-40.6% | $3,737-53.4% | $2,670-34.8% |
| Participant deferral / active EE | $2,955 | $3,659-19.2% | $4,878-39.4% | $4,125-28.4% |
| Admin fee / account holder | $1,285 | $5,216-75.4% | $6,730-80.9% | $5,651-77.3% |