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 | $95,803-67.0% | $113,168-72.0% | $84,808-62.7% |
| Participation rate | 39.1% | 72.9%-33.7pp | 76.6%-37.4pp | 68.3%-29.2pp |
| Annual return | 15.33% | 25.00%-9.7pp | 24.27%-8.9pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,171 | $2,360-50.4% | $2,975-60.6% | $2,631-55.5% |
| Participant deferral / active EE | $2,842 | $4,242-33.0% | $5,107-44.3% | $4,212-32.5% |
| Admin fee / account holder | $1,536 | $8,989-82.9% | $12,068-87.3% | $7,344-79.1% |