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 | $16,926 | $87,013-80.5% | $106,213-84.1% | $80,856-79.1% |
| Participation rate | 48.0% | 70.4%-22.4pp | 75.3%-27.3pp | 67.6%-19.6pp |
| Annual return | 11.91% | 17.05%-5.1pp | 116.14%-104.2pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,511 | $2,395-36.9% | $3,171-52.4% | $2,755-45.2% |
| Participant deferral / active EE | $4,716 | $3,986+18.3% | $5,016-6.0% | $4,296+9.8% |
| Admin fee / account holder | $2,967 | $8,431-64.8% | $11,033-73.1% | $6,918-57.1% |