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 | $30,154 | $109,413-72.4% | $156,263-80.7% | $84,808-64.4% |
| Participation rate | 68.0% | 72.7%-4.7pp | 78.9%-10.9pp | 68.3%-0.3pp |
| Annual return | 19.31% | 20.18%-0.9pp | 59.47%-40.2pp | 40.90%-21.6pp |
| Employer contribution / active EE | $4,100 | $2,907+41.0% | $4,333-5.4% | $2,631+55.8% |
| Participant deferral / active EE | $7,578 | $4,590+65.1% | $6,158+23.1% | $4,212+79.9% |
| Admin fee / account holder | $1,711 | $9,357-81.7% | $14,255-88.0% | $7,344-76.7% |