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 7-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 | $10,600 | $61,605-82.8% | $112,229-90.6% | $75,163-85.9% |
| Participation rate | 69.0% | 61.7%+7.3pp | 72.4%-3.5pp | 67.2%+1.8pp |
| Annual return | 21.07% | 28.47%-7.4pp | 30.20%-9.1pp | 160.62%-139.6pp |
| Employer contribution / active EE | $1,097 | $2,015-45.6% | $3,430-68.0% | $2,670-58.9% |
| Participant deferral / active EE | $1,592 | $3,108-48.8% | $4,798-66.8% | $4,125-61.4% |
| Admin fee / account holder | $411 | $4,862-91.5% | $7,748-94.7% | $5,651-92.7% |