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 | $21,142 | $80,968-73.9% | $96,544-78.1% | $75,163-71.9% |
| Participation rate | 51.9% | 71.8%-19.8pp | 76.0%-24.0pp | 67.2%-15.3pp |
| Annual return | 98.87% | 27.06%+71.8pp | 25.84%+73.0pp | 160.62%-61.7pp |
| Employer contribution / active EE | $979 | $2,282-57.1% | $2,965-67.0% | $2,670-63.3% |
| Participant deferral / active EE | $2,249 | $3,928-42.8% | $4,851-53.6% | $4,125-45.5% |
| Admin fee / account holder | $1,740 | $6,724-74.1% | $8,252-78.9% | $5,651-69.2% |