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 8-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 | $30,770 | $94,625-67.5% | $116,228-73.5% | $84,808-63.7% |
| Participation rate | 48.8% | 70.4%-21.7pp | 74.6%-25.8pp | 68.3%-19.5pp |
| Annual return | 18.70% | 20.40%-1.7pp | 90.06%-71.4pp | 40.90%-22.2pp |
| Employer contribution / active EE | $786 | $2,347-66.5% | $2,994-73.8% | $2,631-70.1% |
| Participant deferral / active EE | $2,138 | $3,972-46.2% | $4,953-56.8% | $4,212-49.2% |
| Admin fee / account holder | $2,754 | $10,091-72.7% | $11,989-77.0% | $7,344-62.5% |