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 | $23,563 | $109,881-78.6% | $150,045-84.3% | $84,808-72.2% |
| Participation rate | 52.6% | 76.1%-23.5pp | 82.3%-29.7pp | 68.3%-15.7pp |
| Annual return | 20.24% | 28.25%-8.0pp | 62.55%-42.3pp | 40.90%-20.7pp |
| Employer contribution / active EE | $1,237 | $3,561-65.3% | $4,693-73.6% | $2,631-53.0% |
| Participant deferral / active EE | $4,055 | $6,636-38.9% | $7,997-49.3% | $4,212-3.7% |
| Admin fee / account holder | $606 | $8,568-92.9% | $13,435-95.5% | $7,344-91.8% |