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 | $31,634 | $95,453-66.9% | $112,040-71.8% | $82,448-61.6% |
| Participation rate | 39.1% | 72.8%-33.6pp | 76.5%-37.4pp | 68.1%-28.9pp |
| Annual return | 15.33% | 23.92%-8.6pp | 24.52%-9.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,171 | $2,318-49.5% | $2,954-60.3% | $2,551-54.1% |
| Participant deferral / active EE | $2,842 | $4,224-32.7% | $5,098-44.2% | $4,139-31.3% |
| Admin fee / account holder | $1,536 | $9,013-83.0% | $12,098-87.3% | $7,234-78.8% |