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 | $12,672 | $58,512-78.3% | $84,015-84.9% | $72,985-82.6% |
| Participation rate | 56.1% | 61.2%-5.1pp | 69.0%-12.9pp | 69.5%-13.4pp |
| Annual return | 24.69% | 28.93%-4.2pp | 71.31%-46.6pp | 81.00%-56.3pp |
| Employer contribution / active EE | $1,351 | $1,163+16.2% | $1,983-31.9% | $2,440-44.6% |
| Participant deferral / active EE | $2,071 | $2,394-13.5% | $3,239-36.0% | $3,607-42.6% |
| Admin fee / account holder | $493 | $4,569-89.2% | $6,101-91.9% | $5,124-90.4% |