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 9-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 | $13,909 | $65,395-78.7% | $182,532-92.4% | $72,985-80.9% |
| Participation rate | 51.3% | 65.4%-14.2pp | 78.0%-26.7pp | 69.5%-18.2pp |
| Annual return | 23.54% | 27.68%-4.1pp | 148.54%-125.0pp | 81.00%-57.5pp |
| Employer contribution / active EE | $562 | $1,911-70.6% | $4,076-86.2% | $2,440-77.0% |
| Participant deferral / active EE | $1,638 | $3,563-54.0% | $5,524-70.4% | $3,607-54.6% |
| Admin fee / account holder | $3,782 | $4,245-10.9% | $8,592-56.0% | $5,124-26.2% |