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 10-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 | $14,007 | $53,127-73.6% | $86,590-83.8% | $70,131-80.0% |
| Participation rate | 62.2% | 65.3%-3.1pp | 73.5%-11.3pp | 69.5%-7.3pp |
| Annual return | 19.16% | 27.66%-8.5pp | 964.84%-945.7pp | 73.14%-54.0pp |
| Employer contribution / active EE | $1,016 | $2,068-50.9% | $2,839-64.2% | $2,342-56.6% |
| Participant deferral / active EE | $1,910 | $2,696-29.1% | $3,609-47.1% | $3,332-42.7% |
| Admin fee / account holder | $689 | $3,585-80.8% | $4,906-86.0% | $4,645-85.2% |