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 6-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 | $19,249 | $49,138-60.8% | $84,015-77.1% | $65,185-70.5% |
| Participation rate | 45.8% | 60.7%-15.0pp | 69.0%-23.2pp | 70.2%-24.4pp |
| Annual return | 38.54% | 23.00%+15.5pp | 71.31%-32.8pp | 29.38%+9.2pp |
| Employer contribution / active EE | $1,328 | $914+45.3% | $1,983-33.1% | $2,177-39.0% |
| Participant deferral / active EE | $1,899 | $2,397-20.8% | $3,239-41.4% | $3,514-46.0% |
| Admin fee / account holder | $423 | $543-22.1% | $6,101-93.1% | $847-50.0% |