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 | $23,713 | $138,347-82.9% | $184,203-87.1% | $80,856-70.7% |
| Participation rate | 58.5% | 83.9%-25.4pp | 86.8%-28.3pp | 67.6%-9.1pp |
| Annual return | 33.28% | 20.02%+13.3pp | 28.81%+4.5pp | 35.59%-2.3pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,885 | $7,071-30.9% | $9,131-46.5% | $4,296+13.7% |
| Admin fee / account holder | $2,524 | $10,483-75.9% | $13,901-81.8% | $6,918-63.5% |