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 | $19,468 | $98,750-80.3% | $149,696-87.0% | $79,858-75.6% |
| Participation rate | 48.5% | 75.8%-27.3pp | 82.5%-34.0pp | 69.6%-21.1pp |
| Annual return | 22.38% | 27.43%-5.0pp | 276.60%-254.2pp | 31.71%-9.3pp |
| Employer contribution / active EE | $1,497 | $3,216-53.4% | $4,644-67.8% | $2,471-39.4% |
| Participant deferral / active EE | $3,278 | $5,680-42.3% | $6,842-52.1% | $3,740-12.3% |
| Admin fee / account holder | $4,204 | $6,053-30.5% | $9,309-54.8% | $5,306-20.8% |