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 5-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 | $21,619 | $80,968-73.3% | $96,544-77.6% | $75,163-71.2% |
| Participation rate | 62.7% | 71.8%-9.0pp | 76.0%-13.2pp | 67.2%-4.4pp |
| Annual return | 19.07% | 27.06%-8.0pp | 25.84%-6.8pp | 160.62%-141.5pp |
| Employer contribution / active EE | $1,573 | $2,282-31.1% | $2,965-46.9% | $2,670-41.1% |
| Participant deferral / active EE | $2,737 | $3,928-30.3% | $4,851-43.6% | $4,125-33.7% |
| Admin fee / account holder | $411 | $6,724-93.9% | $8,252-95.0% | $5,651-92.7% |