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 | $17,026 | $112,881-84.9% | $90,951-81.3% | $158,922-89.3% |
| Participation rate | 52.9% | 74.7%-21.8pp | 69.0%-16.1pp | 82.0%-29.0pp |
| Annual return | 24.35% | 215.79%-191.4pp | 134.60%-110.2pp | 302.83%-278.5pp |
| Employer contribution / active EE | $1,111 | $2,893-61.6% | $2,122-47.6% | $4,761-76.7% |
| Participant deferral / active EE | $3,394 | $4,128-17.8% | $3,373+0.6% | $5,982-43.3% |
| Admin fee / account holder | $346 | $8,041-95.7% | $5,959-94.2% | $11,246-96.9% |