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 | $19,851 | $64,909-69.4% | $82,313-75.9% | $62,292-68.1% |
| Participation rate | 57.4% | 74.9%-17.4pp | 76.9%-19.5pp | 69.5%-12.1pp |
| Annual return | 15.32% | 21.18%-5.9pp | 25.88%-10.6pp | 28.90%-13.6pp |
| Employer contribution / active EE | $439 | $1,676-73.8% | $2,428-81.9% | $2,042-78.5% |
| Participant deferral / active EE | $2,177 | $3,103-29.9% | $3,706-41.3% | $3,169-31.3% |
| Admin fee / account holder | $1,276 | $440+190.2% | $5,608-77.2% | $479+166.2% |