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 | $22,070 | $104,251-78.8% | $91,001-75.7% | $147,584-85.0% |
| Participation rate | 60.0% | 78.2%-18.2pp | 75.6%-15.6pp | 82.8%-22.8pp |
| Annual return | 12.27% | 27.06%-14.8pp | 4.60%+7.7pp | 578.55%-566.3pp |
| Employer contribution / active EE | $874 | $3,116-72.0% | $2,456-64.4% | $4,876-82.1% |
| Participant deferral / active EE | $2,887 | $4,195-31.2% | $3,547-18.6% | $5,439-46.9% |
| Admin fee / account holder | $1,162 | $8,948-87.0% | $5,417-78.6% | $10,885-89.3% |