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 8-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 | $20,678 | $112,096-81.6% | $95,952-78.4% | $158,922-87.0% |
| Participation rate | 57.1% | 79.0%-21.8pp | 77.1%-19.9pp | 82.0%-24.8pp |
| Annual return | 11.96% | 171.09%-159.1pp | 91.61%-79.6pp | 302.83%-290.9pp |
| Employer contribution / active EE | $699 | $3,198-78.2% | $2,541-72.5% | $4,761-85.3% |
| Participant deferral / active EE | $2,659 | $4,784-44.4% | $4,167-36.2% | $5,982-55.6% |
| Admin fee / account holder | $7,309 | $10,130-27.8% | $6,795+7.6% | $11,246-35.0% |