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 | $15,777 | $78,422-79.9% | $95,952-83.6% | $79,858-80.2% |
| Participation rate | 50.8% | 73.5%-22.7pp | 77.1%-26.3pp | 69.6%-18.8pp |
| Annual return | 20.44% | 19.37%+1.1pp | 91.61%-71.2pp | 31.71%-11.3pp |
| Employer contribution / active EE | $1,512 | $1,945-22.3% | $2,541-40.5% | $2,471-38.8% |
| Participant deferral / active EE | $2,958 | $3,440-14.0% | $4,167-29.0% | $3,740-20.9% |
| Admin fee / account holder | $864 | $5,622-84.6% | $6,795-87.3% | $5,306-83.7% |