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 | $25,555 | $83,369-69.3% | $105,223-75.7% | $67,986-62.4% |
| Participation rate | 44.5% | 56.3%-11.7pp | 75.0%-30.5pp | 57.2%-12.7pp |
| Annual return | 18.93% | 24.64%-5.7pp | 180.65%-161.7pp | 31.67%-12.7pp |
| Employer contribution / active EE | $1,248 | $2,541-50.9% | $3,689-66.2% | $2,019-38.2% |
| Participant deferral / active EE | $2,808 | $3,295-14.8% | $5,072-44.6% | $3,358-16.4% |
| Admin fee / account holder | $6,798 | $4,073+66.9% | $8,859-23.3% | $3,203+112.2% |