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 | $10,354 | $58,523-82.3% | $99,443-89.6% | $72,985-85.8% |
| Participation rate | 40.7% | 64.6%-23.9pp | 73.8%-33.1pp | 69.5%-28.7pp |
| Annual return | 22.27% | 28.51%-6.2pp | 30.72%-8.5pp | 81.00%-58.7pp |
| Employer contribution / active EE | $1,120 | $1,512-25.9% | $2,540-55.9% | $2,440-54.1% |
| Participant deferral / active EE | $1,627 | $2,606-37.6% | $3,619-55.0% | $3,607-54.9% |
| Admin fee / account holder | $872 | $4,102-78.8% | $6,250-86.1% | $5,124-83.0% |