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 | $16,132 | $73,787-78.1% | $98,716-83.7% | $82,448-80.4% |
| Participation rate | 21.2% | 61.4%-40.2pp | 69.3%-48.1pp | 68.1%-46.9pp |
| Annual return | 26.58% | 18.57%+8.0pp | 31.81%-5.2pp | 41.64%-15.1pp |
| Employer contribution / active EE | $1,098 | $1,511-27.3% | $2,279-51.8% | $2,551-57.0% |
| Participant deferral / active EE | $2,276 | $3,081-26.1% | $4,048-43.8% | $4,139-45.0% |
| Admin fee / account holder | $493 | $6,500-92.4% | $8,703-94.3% | $7,234-93.2% |