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 | $17,699 | $72,492-75.6% | $87,100-79.7% | $72,985-75.7% |
| Participation rate | 42.9% | 72.8%-30.0pp | 76.9%-34.0pp | 69.5%-26.6pp |
| Annual return | 30.89% | 24.46%+6.4pp | 28.19%+2.7pp | 81.00%-50.1pp |
| Employer contribution / active EE | $1,621 | $1,894-14.4% | $2,521-35.7% | $2,440-33.5% |
| Participant deferral / active EE | $2,464 | $3,270-24.6% | $4,049-39.1% | $3,607-31.7% |
| Admin fee / account holder | $655 | $5,055-87.0% | $7,497-91.3% | $5,124-87.2% |