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 | $11,231 | $54,762-79.5% | $90,281-87.6% | $72,985-84.6% |
| Participation rate | 55.6% | 65.1%-9.6pp | 73.3%-17.7pp | 69.5%-13.9pp |
| Annual return | 21.22% | 30.63%-9.4pp | 78.10%-56.9pp | 81.00%-59.8pp |
| Employer contribution / active EE | $420 | $2,092-79.9% | $2,854-85.3% | $2,440-82.8% |
| Participant deferral / active EE | $853 | $2,887-70.5% | $3,885-78.1% | $3,607-76.4% |
| Admin fee / account holder | $638 | $3,972-83.9% | $5,351-88.1% | $5,124-87.6% |