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 | $19,018 | $99,957-81.0% | $149,696-87.3% | $73,488-74.1% |
| Participation rate | 52.8% | 75.7%-22.9pp | 82.5%-29.6pp | 70.7%-17.8pp |
| Annual return | 27.47% | 53.87%-26.4pp | 276.60%-249.1pp | 28.51%-1.0pp |
| Employer contribution / active EE | $1,248 | $3,191-60.9% | $4,644-73.1% | $2,270-45.0% |
| Participant deferral / active EE | $3,012 | $6,073-50.4% | $6,842-56.0% | $3,740-19.5% |
| Admin fee / account holder | $325 | $551-41.0% | $9,309-96.5% | $513-36.7% |